Mathew
Gleason
Fbl Wealth Management, LLC
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About this Advisor
Mathew Gleason is an investment advisor whose office is in West Des Moines, Iowa. Currently an advisor at Fbl Wealth Management, LLC, Gleason has 12 years of professional experience in the financial advisory industry. Gleason maintains Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Gleason can work with customers in Alabama, Florida, Georgia, Illinois, Iowa, Missouri, Nevada, Ohio, South Carolina, Texas, Washington and West Virginia. During their career, Gleason has held roles at Fbl Financial Group, Shelter Insurance Companies, Fbl Marketing Services, Fbl Wealth Management and Fbl Investment Management Services, Inc. Fbl Wealth Management, LLC is based out of West Des Moines, Iowa, and has 55 additional brick-and-mortar locations in the country. In aggregate, Fbl Wealth Management, LLC retains more than 85 people. None of the advisory firm's clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. Fbl Wealth Management, LLC offers financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. The firm's fees may include asset-based, fixed and other fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Fbl Wealth Management, LLC Brokerage Details
85
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Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Mathew Gleason Work History
Mathew has 13 years of experience.
Fbl Wealth Management
Fbl Investment Management Services, Inc
Fbl Marketing Services
Fbl Financial Group
Shelter Insurance Companies
Disclosures
Mathew Gleason has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Fbl Wealth Management, LLC
West Des Moines, IA
West Des Moines, IA
West Des Moines, IA
West Des Moines, IA
West Des Moines, IA
West Des Moines, IA
West Des Moines, IA
West Des Moines, IA
This content was compiled from the SEC and FINRA.