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FIRM PROFILE
Overview
FBL MARKETING SERVICES, LLC is located at 5400 University Avenue, West Des Moines, IA 50266 and was first established at Kansas City, Iowa in 08/15/2012. After operating for 13 years, FBL MARKETING SERVICES, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of FBL MARKETING SERVICES, LLC’s clients are individuals and 0% of their clients are high net worth individuals. FBL MARKETING SERVICES, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at FBL MARKETING SERVICES, LLC are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access FBL MARKETING SERVICES, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at FBL MARKETING SERVICES, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for FBL MARKETING SERVICES, LLC Comes From
Understanding the Statistics for FBL MARKETING SERVICES, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
5400 University Avenue, West Des Moines, IA 50266
5400 University Avenue, West Des Moines, IA 50266
Large
(515) 225-5400
Iowa since 08/15/2012
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| FBL FINANCIAL GROUP, INC | OWNER | ||
| ALDRIDGE, ANTHONY JAMES | CHIEF ACCOUNTING OFFICER | 5999478 | |
| GLEASON, MATHEW EVERETTE | PRESIDENT | 6434929 | |
| MAY, CLINT JAMES | VICE PRESIDENT ASSISTANT GENERAL COUNSEL | 4129595 | |
| MCGONEGLE, JULIE MARIE | FINANCIAL SERVICES ADMINISTRATION VICE PRESIDENT | 2188891 | |
| MORGAN, JENNIFER LEA | CHIEF COMPLIANCE OFFICER & ASST. SECRETARY | 2550729 | |
| NELSON, JAMES ARTHUR | MANAGER LIFE ACCOUNTING AND FINOP | 4640561 | |
| O'TOOL, MICHAEL DEAN | DIRECTOR COMPLIANCE | 2570040 | |
| SEIBEL, DONALD JOSEPH | TREASURER | 6140054 | |
| SHRYACK, CHRISTOPHER THOMAS | VICE PRESIDENT LIFE SALES | 2105590 | |
| ST CLAIR, KARI LOUISE | DIRECTOR, MARKETING SVCS & FIELD SUPPORT | 3168561 |
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Advisor's working at FBL MARKETING SERVICES, LLC
Kyle Patrick Lechtenberg
Clay Walker Peterson
William Michael Simpson
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