Mathew
Gleason

Fbl Wealth Management, LLC

CRD#6434929
Investment Advisor
in West Des Moines, IA

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 63, Series 65

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Others

Disclosures

No

Office Location

5400 University Avenue
West Des Moines, IA 50266

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Fbl Wealth Management, LLC Brokerage Details

Total Number of Employees

85

IA Average: 166

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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.

2018 - Present (2 years)

Fbl Wealth Management

2017 - Present (3 years)

Fbl Investment Management Services, Inc

2014 - Present (6 years)

Fbl Marketing Services

2010 - Present (10 years)

Fbl Financial Group

2007 - 2010 (3 years)

Shelter Insurance Companies

Disclosures

Mathew Gleason has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fbl Wealth Management, LLC

John Secord
West Des Moines, IA
Joshua Sievers
West Des Moines, IA
Erin Bixby
West Des Moines, IA
Robert Pickle
West Des Moines, IA
Nicholas Harklau
West Des Moines, IA
Jeffrey Bradley
West Des Moines, IA
Wayne Burkhart
West Des Moines, IA
Jeanine Pendergrass
West Des Moines, IA

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started