AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
KT

Kye Biesinger Tanner

FBL MARKETING SERVICES
American Fork, UT
·CRD# 6800380·6 years experience

Professional Summary

Kye Biesinger Tanner is a registered financial advisor currently at FBL MARKETING SERVICES, LLC located in American Fork, Utah. Kye is registered as a RR (Registered Representative) and started their career in finance in 2020. Kye has worked at 1 firm and has passed the Series 63, Series 6TO and SIE exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

AMERICAN FORK, UT · CRD#
View profile
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

RR
Reuben Mccoy Rowley

EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#
Neal Jones Hansen
Neal Jones Hansen

NET WORTH ADVISORY GROUP, LLC

SANDY, UT · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

RR
Reuben Mccoy Rowley

EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#
Neal Jones Hansen
Neal Jones Hansen

NET WORTH ADVISORY GROUP, LLC

SANDY, UT · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

RR
Reuben Mccoy Rowley

EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#
Neal Jones Hansen
Neal Jones Hansen

NET WORTH ADVISORY GROUP, LLC

SANDY, UT · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

Years of Experience

6 years in the financial services industry

Current & Past Employments

FBL MARKETING SERVICES, LLC·CRD# 5309
BD
807 East Pacific Drive Ste A, American Fork, UT 84003
June 24, 2020 - Present

Similar Advisors

RR
Reuben Mccoy Rowley

EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#
Neal Jones Hansen
Neal Jones Hansen

NET WORTH ADVISORY GROUP, LLC

SANDY, UT · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

Current Firm

FM
FBL MARKETING SERVICES, LLC

EQUITRUST MARKETING SERVICES, INC. | PFS SALES, INC | FBL MARKETING SERVICES, LLC | FBL MARKETING SERVICES, INC. | EQUITRUST MARKETING SERVICES, LLC

CRD#: 5309 / SEC#: 8-15855
BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)

Contact Information

Main Address

5400 University Avenue, West Des Moines, IA 50266

Mailing Address

5400 University Avenue, West Des Moines, IA 50266

Phone Number

(515) 225-5400

Established

Iowa since 08/15/2012

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Large

FINRA licenses (43 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
FBL FINANCIAL GROUP, INCOWNER—
GLEASON, MATHEW EVERETTEPRESIDENT6434929
MAY, CLINT JAMESVICE PRESIDENT ASSISTANT GENERAL COUNSEL4129595
MCGONEGLE, JULIE MARIEFINANCIAL SERVICES ADMINISTRATION VICE PRESIDENT2188891
MORGAN, JENNIFER LEACHIEF COMPLIANCE OFFICER & ASST. SECRETARY2550729
NELSON, JAMES ARTHURMANAGER LIFE ACCOUNTING AND FINOP4640561
O'TOOL, MICHAEL DEANDIRECTOR COMPLIANCE2570040
SEIBEL, DONALD JOSEPHTREASURER6140054
SHRYACK, CHRISTOPHER THOMASVICE PRESIDENT LIFE SALES2105590
ST CLAIR, KARI LOUISEDIRECTOR, MARKETING SVCS & FIELD SUPPORT3168561

Disclosures

Regulatory Event

1

Similar Advisors

RR
Reuben Mccoy Rowley

EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#
Neal Jones Hansen
Neal Jones Hansen

NET WORTH ADVISORY GROUP, LLC

SANDY, UT · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

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.

The advisor shows no other business activity.

Similar Advisors

RR
Reuben Mccoy Rowley

EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#
Neal Jones Hansen
Neal Jones Hansen

NET WORTH ADVISORY GROUP, LLC

SANDY, UT · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Utah
(8/13/2020)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 2020About the Series 63 exam

Series 6TO — Investment Company Products/Variable Contracts Representative Examination

Passed Jun 2020About the Series 6TO exam

SIE — Securities Industry Essentials Examination

Passed Jun 2020About the SIE exam
FINRA
SRO Registrations

Similar Advisors

RR
Reuben Mccoy Rowley

EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#
Neal Jones Hansen
Neal Jones Hansen

NET WORTH ADVISORY GROUP, LLC

SANDY, UT · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Kye Biesinger Tanner's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

RR
Reuben Mccoy Rowley

EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#
Neal Jones Hansen
Neal Jones Hansen

NET WORTH ADVISORY GROUP, LLC

SANDY, UT · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#
KT
Follow Kye
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required