Fbl Investment Management Services, Inc
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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
Years of Experience
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Fbl Investment Management Services, Inc Brokerage Details
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Investment Advisory Services
- Portfolio management for businesses or institutional clients
Stephen Martinez Work History
Stephen has 38 years of experience.
Farm Bureau Financial Services
American National Insurance Company
Allstate Insurance Co
Colorado Farm Bureau Mutual Insurance Company
Equitrust Marketing Services, LLC
Stephen Martinez has no disclosures.
Please visit their SEC profile for more details.