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Mathew Everette Gleason

Investment adviser representative at Fbl Wealth Management, LLC
16 yearsExperience
42 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

16 years in the industry.

  1. Fbl Financial GroupJan 2026 to now
  2. Fbl Wealth Management, LLCJun 2018 to now
  3. Fbl Marketing ServicesDec 2014 to now
  4. Fbl Investment Management Services, Inc.Aug 2017 to Jun 2018
  5. Fbl Financial GroupJun 2010 to Dec 2025

Exams passed

  • Series 63 · Uniform Securities Agent State Law2015
  • Series 65 · Uniform Investment Adviser Law2017

State registrations

Registered as an investment adviser representative in 42 states (AK, AL, AR, AZ, CO, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NM, NV, OH, OK, OR, PA, SC, SD, TX, UT, VA, VT, WA, WI, WV, WY).

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
6434929
Firm CRD
291396
Advisor's SEC record (opens in a new tab)
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