Mathew
Gleason
Fbl Investment Management Services, Inc
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About this Advisor
Mathew Gleason is a financial advisor located in West Des Moines, Iowa. Currently a registered advisor at Fbl Investment Management Services, Inc, Gleason has 11 years of professional experience. Gleason has Series 65 and Series 63 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Gleason is able to serve customers based out of Iowa. During their career, the advisor has held roles at Fbl Wealth Management, Fbl Investment Management Services, Inc, Fbl Marketing Services, Fbl Financial Group and Shelter Insurance Companies. Fbl Investment Management Services, Inc is based out of West Des Moines, Iowa, and has 76 offices in the nation. As an advisory firm, Fbl Investment Management Services, Inc oversees $393 million in assets across seven client accounts and employs more than 59 people. The amount of assets the firm manages makes it one of the bigger firms in the United States. The firm manages six accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. None of the investment firm's 7 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Fbl Investment Management Services, Inc can offer 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
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Fbl Investment Management Services, Inc Brokerage Details

$423,589,948

11

7

$60,512,850

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Answer a few questions to get a personalized match.Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Other
Mathew Gleason Work History
Mathew has 11 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 Investment Management Services, Inc
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.
