Stephen
Martinez

Fbl Investment Management Services, Inc

CRD#2713031
Investment Advisor
in West Des Moines, IA
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About this Advisor

Stephen Martinez is a financial advisor whose office is in West Des Moines, Iowa. Currently an advisor at Fbl Investment Management Services, Inc, Martinez has a notable 38 years of experience as an investment advisor. Martinez maintains Series 63 and Series 65 licenses, which certify them as both a securities agent and an investment advisor representative. Martinez is registered to act as an advisor in Kansas. Over the course of their career, Martinez has held roles at American National Insurance Company, Colorado Farm Bureau Mutual Insurance Company, Equitrust Marketing Services, LLC, Allstate Insurance Co and Farm Bureau Financial Services. Fbl Investment Management Services, Inc is headquartered in West Des Moines, Iowa, and has 76 other brick-and-mortar locations in the country. In total, Fbl Investment Management Services, Inc oversees $393 million in assets throughout seven client accounts and employs more than 59 people. The level of assets currently under the firm's management makes it one of the bigger financial advisory firms in the nation. The firm manages six accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. None of the advisory firm's 7 clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. Fbl Investment Management Services, Inc can provide financial planning services, portfolio management for institutional clients and other services. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

38 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

Stephen Martinez Work History

Stephen has 38 years of experience.

2013 - Present (6 years)

Farm Bureau Financial Services

2011 - 2011 (< 1 year)

American National Insurance Company

2011 - 2013 (2 years)

Allstate Insurance Co

1980 - 2011 (31 years)

Colorado Farm Bureau Mutual Insurance Company

1980 - 2011 (31 years)

Equitrust Marketing Services, LLC

Disclosures

Stephen Martinez has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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