Mathew
Gleason

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.