Matthew
Brunson

Fbl Wealth Management, LLC

CRD#5014007
Investment Advisor
in West Des Moines, IA
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About this Advisor

Matthew Brunson is an investment advisor who is based out of West Des Moines, Iowa. Currently an advisor with Fbl Wealth Management, LLC, they have accumulated 13 years of professional experience in the financial advisory industry. Brunson holds Series 65 and Series 63 licenses, which certify the advisor as both a securities agent and an investment advisor representative. Brunson is able to operate based out of Iowa. Throughout their career, they have worked at Farm Bureau, Equitrust Marketing Serv LLC, Ing Financial Partners Inc, Princor Financial Services, Principal Life Insurance Co, Strategic Financial Solutions, Farm Bureau Financial Services, Fbl Marketing Services and Farm Bureau Financial Serv. Fbl Wealth Management, LLC is located in West Des Moines, Iowa. Overall, Fbl Wealth Management, LLC employs three staff members. 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 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 may charge clients asset-based, fixed and other fees.

Certifications and Registrations

Series 65, Series 63

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 Ave
West Des Moines, IA 50266

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Fbl Wealth Management, LLC Brokerage Details

Total Number of Employees

85

IA Average: 166

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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

Matthew Brunson Work History

Matthew has 13 years of experience.

2017 - Present (2 years)

Farm Bureau Financial Serv

2014 - Present (5 years)

Fbl Marketing Services

2014 - 2017 (3 years)

Farm Bureau Financial Services

2012 - 2012 (< 1 year)

Ing Financial Partners Inc

2012 - 2014 (2 years)

Princor Financial Services

2012 - 2014 (2 years)

Principal Life Insurance Co

2012 - 2014 (2 years)

Strategic Financial Solutions

2005 - 2012 (7 years)

Farm Bureau

2005 - 2012 (7 years)

Equitrust Marketing Serv LLC

Disclosures

Matthew Brunson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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