Mathew
Gleason

Fbl Investment Management Services, Inc

CRD#6434929
Investment Advisor
in West Des Moines, IA

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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

Series 65, Series 63

Years of Experience

11 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

Mathew Gleason Work History

Mathew has 11 years of experience.

2018 - Present (1 year)

Fbl Wealth Management

2017 - Present (2 years)

Fbl Investment Management Services, Inc

2014 - Present (5 years)

Fbl Marketing Services

2010 - Present (9 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 Investment Management Services, Inc

Jory Kaufman
West Des Moines, IA
John Secord
West Des Moines, IA
John Fries
West Des Moines, IA
Jeffrey Bradley
West Des Moines, IA
Jordan Skog
West Des Moines, IA
Mathew Gleason
West Des Moines, IA
Kimberly Hamlin
West Des Moines, IA
Wayne Burkhart
West Des Moines, IA

This content was compiled from the SEC and FINRA.

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