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Fbl Investment Management Services, Inc.

Fbl Investment Management Services, Inc.

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Assets

Assets

Last updated on June 5, 2019
    • $423.6M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 7
      Accounts
    • $60.5M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

3

name start date
Scott Alan Freeman
March 2016
Cynthia Rose Schulte
September 2008
Lori Sand Mccuskey
January 2016

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Farm Bureau Life Insurance Company -- --
    Fbl Marketing Services, LLC Broker-Dealer --
    Fbl Wealth Management, LLC IAR $0

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Charles Theodore Happel President & Director July, 2008 less than 5%
      Jennifer Lea Morgan Chief Compliance Officer & Secretary January, 2011 less than 5%
      Laura Kellen Beebe Dir Investment Administration & Director March, 2014 less than 5%
      Clint James May Sr. Counsel March, 2015 less than 5%
      Mark Lloyd Sandbulte Portfolio Strategy Vice President & Director March, 2014 less than 5%
      Anthony James Aldridge Chief Accounting Officer, Treasurer & Director April, 2018 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees