MG
Mathew E. Gleason
FBL WEALTH MANAGEMENT
West Des Moines, IA 50266
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CRD#: 6434929
MG
Professional summary
Mathew Everette Gleason is a registered financial advisor currently at FBL WEALTH MANAGEMENT, LLC located in West Des Moines, Iowa and FBL MARKETING SERVICES, LLC located in West Des Moines, Iowa.
Mathew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Mathew has worked at 3 firms and has passed the Series 65, Series 63, Series 99TO, Series 7TO, SIE, Series 6, Series 24 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
FBL INVESTMENT MANAGEMENT SERVICES, INC. INVESTMENT RELATED. 5400 UNIVERSITY AVE, WEST DES MOINES, IA 50266. FINANCIAL PLANNING. INVESTMENT ADVISER REPRESENTATIVE. DATE OF FBLIMS RELEASE LETTER, UNTIL FURTHER NOTICE. Varied HOURS PER MONTH. Varied HOURS DEVOTED PER MONTH DURING TRADING HOURS. PROVIDE FINANCIAL PLANNING SERVICES TO CUSTOMERS. FEE BASED, HOURLY RATE.
CRS (Client Relationship Summary) - RIA
Click below to view Mathew Everette Gleason's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 19, 2018 - Present
FBL WEALTH MANAGEMENT, LLC
Office #1: 5400 University Avenue, West Des Moines, IA 50266RIA
CRD#: 291396
West Des Moines, IA
Current
June 29, 2015 - Present
FBL MARKETING SERVICES, LLC
Office #1: 5400 University Ave, West Des Moines, IA 50266BD
CRD#: 5309
West Des Moines, IA
Past
August 21, 2017 - February 8, 2019
EQUITRUST INVESTMENT MANAGEMENT SERVICES, INC.
RIA
CRD#: 5308
West Des Moines, IA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FW
FBL WEALTH MANAGEMENT, LLC
FBL WEALTH MANAGEMENT, LLC
CRD#: 291396 / SEC#: 801-113458
RIA
Registered Investment Advisory firm - (6/18/2018 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Alabama(6/11/2019)
RR
Alabama(1/8/2020)
RR
Alaska(2/18/2019)
IAR
Alaska(9/7/2021)
RR
Arizona(12/14/2017)
IAR
Arizona(9/16/2021)
RR
Arkansas(8/28/2019)
IAR
Arkansas(9/7/2021)
RR
California(6/10/2016)
IAR
California(9/3/2021)
RR
Colorado(12/14/2017)
IAR
Colorado(9/3/2021)
RR
Delaware(5/15/2019)
IAR
Delaware(7/12/2023)
IAR
District of Columbia(1/30/2020)
RR
District of Columbia(1/31/2020)
IAR
Florida(8/27/2019)
RR
Florida(11/6/2019)
RR
Georgia(8/30/2019)
IAR
Georgia(8/30/2019)
RR
Hawaii(9/3/2021)
IAR
Hawaii(9/7/2021)
RR
Idaho(12/14/2017)
IAR
Idaho(9/7/2021)
RR
Illinois(2/20/2018)
IAR
Illinois(5/14/2019)
RR
Indiana(12/14/2017)
IAR
Indiana(9/13/2021)
RR
Iowa(7/3/2015)
IAR
Iowa(6/19/2018)
RR
Kansas(12/14/2017)
IAR
Kansas(9/7/2021)
RR
Kentucky(9/3/2021)
IAR
Kentucky(9/7/2021)
RR
Louisiana(9/3/2021)
IAR
Louisiana(9/7/2021)
IAR
Maryland(9/7/2021)
RR
Maryland(10/26/2021)
RR
Michigan(4/13/2018)
IAR
Michigan(9/7/2021)
RR
Minnesota(12/14/2017)
IAR
Minnesota(9/7/2021)
IAR
Mississippi(9/28/2021)
RR
Mississippi(9/30/2021)
RR
Missouri(8/3/2018)
IAR
Missouri(5/14/2019)
RR
Montana(12/14/2017)
IAR
Montana(9/7/2021)
RR
Nebraska(12/14/2017)
IAR
Nebraska(9/8/2021)
RR
Nevada(12/14/2017)
IAR
Nevada(5/30/2019)
RR
New Mexico(12/14/2017)
IAR
New Mexico(9/7/2021)
RR
North Carolina(2/15/2019)
IAR
North Carolina(9/9/2021)
RR
North Dakota(12/14/2017)
IAR
North Dakota(9/7/2021)
IAR
Ohio(8/20/2019)
RR
Ohio(8/21/2019)
RR
Oklahoma(12/14/2017)
IAR
Oklahoma(9/14/2021)
IAR
Oregon(10/7/2020)
RR
Oregon(1/27/2021)
IAR
Pennsylvania(10/7/2020)
RR
Pennsylvania(5/14/2021)
IAR
South Carolina(5/29/2019)
RR
South Carolina(6/17/2019)
RR
South Dakota(12/14/2017)
IAR
South Dakota(9/13/2021)
RR
Tennessee(5/7/2018)
RR
Texas(3/12/2019)
IAR
Texas(5/14/2019)
RR
Utah(12/14/2017)
IAR
Utah(9/7/2021)
IAR
Vermont(2/11/2022)
RR
Vermont(3/15/2022)
IAR
Virginia(1/14/2020)
RR
Virginia(2/7/2020)
RR
Washington(5/9/2019)
IAR
Washington(5/10/2019)
IAR
West Virginia(8/30/2019)
RR
West Virginia(9/3/2021)
RR
Wisconsin(12/14/2017)
IAR
Wisconsin(9/9/2021)
RR
Wyoming(12/14/2017)
IAR
Wyoming(9/7/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
RR
Series 7TO
Date: 10/26/2018
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
FW
FBL WEALTH MANAGEMENT, LLC
FBL WEALTH MANAGEMENT, LLC
CRD#: 291396 / SEC#: 801-113458
RIA
Registered Investment Advisory firm - (6/18/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5400 University Avenue, West Des Moines, IA 50266
Mailing Address
Phone number
(515) 225-5400
Established
Firm type
Fiscal year end
# of Employees
177
SEC notice filing (45 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 8,654,949 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FBL WEALTH MANAGEMENT, LLC
CRD#: 291396West Des Moines, IA 50266TRUST BUT VERIFY
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