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Amy Katherine Halverson

FBL Marketing Services, LLC

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About Amy Katherine Halverson

Amy Halverson is a financial advisor with over 10 years of experience in the industry. She has been registered with FBL Marketing Services, LLC since 2011 and holds Series 6 and 63 securities licenses, as well as the SIE exam. Amy is currently registered in Nebraska.

Firm Information

Amy Halverson is currently registered with FBL Marketing Services, LLC. FBL Marketing Services, LLC is a Limited Liability Company formed on August 15, 2012. They are registered in 44 states and hold one SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

1,069

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Amy Halverson’s Registration & Firm History

IA

07/17/2023 - Present

FBL Marketing Services, LLC (WEST DES MOINES IA)

NE

02/09/2011 - 02/04/2022

FBL MARKETING SERVICES, LLC (Chadron NE)

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Licenses & Designations

BC

Issued 11/18/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/08/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amy Katherine Halverson.
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