Chase A Defilippo
Investment adviser representative at Fbl Wealth Management, LLC
21 yearsExperience
1 stateRegistered 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
21 years in the industry.
- Fbl Wealth Management, LLCDec 2024 to now
- Fbl Marketing Services, LLCNov 2024 to now
- Fbl Financial GroupNov 2022 to now
- Oklahoma Farm Bureau Mutual Insurance CompaniesNov 2022 to now
- Southwestern Oklahoma State UniversityAug 2021 to May 2023
- Norhtern Oklahoma CollegeAug 2018 to Aug 2021
- Elgin Public SchoolsAug 2005 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (OK).
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
- 8000381
- Firm CRD
- 291396