Unclaimed Profile

Mathew Everette Gleason

FBL WEALTH MANAGEMENT, LLC·WEST DES MOINES, Iowa

SIE, Series 6, Series 7TO, Series 24, Series 26, Series 63, Series 65, Series 99TOClean record8 years registeredFBL WEALTH MANAGEMENT, LLC

5400 UNIVERSITY AVENUE, WEST DES MOINES, IA 50266CRD# 6434929Firm CRD# 291396

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mathew Everette Gleason · WEST DES MOINES, IA

Registration

CRD #6434929 · FBL WEALTH MANAGEMENT, LLC · 8 years registered

Brand Profile

Not yet started

Career History

FBL WEALTH MANAGEMENT, LLC

Jun 2018 – present

FBL INVESTMENT MANAGEMENT SERVICES, INC.

Aug 2017 – Feb 2019

West Des Moines, IA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7TO

Series 24

Series 26

Series 63

Series 65

Series 99TO

Registration record

First registered · August 21, 2017

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FBL WEALTH MANAGEMENT, LLC

CRD 291396 · SEC 801-113458

AUM

$9M

Regulatory assets under management

Employees

168

1 client accounts

Services offered by FBL WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FBL WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Mathew Everette Gleason offer?

Mathew Everette Gleason specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST DES MOINES, Iowa for a consultation.

What are Mathew Everette Gleason's credentials?

Mathew Everette Gleason is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mathew Everette Gleason located?

Mathew Everette Gleason is based in WEST DES MOINES, Iowa, working with FBL WEALTH MANAGEMENT, LLC. Their office serves clients in the WEST DES MOINES metropolitan area and surrounding communities.

How does Mathew Everette Gleason charge for services?

Mathew Everette Gleason's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third-party management fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FBL WEALTH MANAGEMENT, LLC?

FBL WEALTH MANAGEMENT, LLC has approximately 168 employees and manages $9M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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