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Charles Jeffery Baumann

FBL Marketing Services, LLC

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About Charles Jeffery Baumann

Charles Jeffery Baumann is a registered representative with FBL Marketing Services, LLC. Charles has been in the industry since July 17, 2003 and is licensed to sell securities in Oklahoma. Charles holds Series 6, Series 63, and SIE licenses. Charles is based out of Walters, Oklahoma.

Firm Information

Charles Baumann 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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Charles Baumann’s Registration & Firm History

OK

07/17/2003 - Present

FBL Marketing Services, LLC (WALTERS OK)

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Licenses & Designations

BC

Issued 07/23/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles Jeffery Baumann.
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