Kevin
Gillaspie

Fbl Investment Management Services, Inc

CRD#2660694
Investment Advisor
in West Des Moines, IA
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About this Advisor

Kevin Gillaspie is an advisor based in West Des Moines, Iowa. Currently a registered investment advisor with Fbl Investment Management Services, Inc, they have accrued an impressive 21 years of work experience. Gillaspie holds Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Gillaspie is able to serve clients based out of Montana. Over the course of their career, they have held roles at Farm Bureau Financial Services and Fbl Marketing Services. Fbl Investment Management Services, Inc is located in West Des Moines, Iowa, and operates out of 76 additional brick-and-mortar locations in the country. In aggregate, Fbl Investment Management Services, Inc manages $393 million in assets throughout seven client accounts and employs more than 59 people. The firm's total assets under management makes it one of the larger financial advisory firms in the United States. The firm manages six accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the firm's 7 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. Fbl Investment Management Services, Inc can provide financial planning services, portfolio management for institutional clients and other services. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

21 years

Services Offered

Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

5400 University Ave
West Des Moines, IA 50266

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Fbl Investment Management Services, Inc Brokerage Details

Total Assets Under Management

$423,589,948

IA Average: $9,259,360,772
Total Number of Employees

11

IA Average: 166
Total Number of Accounts

7

IA Average: 7,189
Average Account Size

$60,512,850

IA Average: $1,287,990

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Investment Advisory Services

  • Portfolio management for businesses or institutional clients
  • Other

Kevin Gillaspie Work History

Kevin has 21 years of experience.

1997 - Present (22 years)

Farm Bureau Financial Services

1997 - Present (22 years)

Fbl Marketing Services

Disclosures

Kevin Gillaspie has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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