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Matthew Marcus Brunson

Investment adviser representative at Fbl Wealth Management, LLC
12 yearsExperience
25 statesRegistered in
$9.2MFirm assets
8 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

12 years in the industry.

  1. Fbl Financial GroupSep 2023 to now
  2. Fbl Wealth Management, LLCAug 2018 to now
  3. Fbl Marketing ServicesSep 2014 to now
  4. Farm Bureau Financial ServFeb 2017 to Sep 2023
  5. Farm Bureau Financial ServicesSep 2014 to Feb 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2005
  • Series 65 · Uniform Investment Adviser Law2012

State registrations

Registered as an investment adviser representative in 25 states (AL, AR, AZ, CO, FL, GA, IA, IL, IN, KS, MI, MN, MO, MT, ND, NE, NM, OH, OR, PA, SD, TX, UT, VA, WI).

Fbl Wealth Management, LLC

$9.2MAssets managed
0Clients
239Advisers
8 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5014007
Firm CRD
291396
Advisor's SEC record (opens in a new tab)
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