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Chase Marvin Carlson

FBL Wealth Management, LLC

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About Chase Marvin Carlson

Chase Carlson is an investment advisor representative who has been in the financial industry since 2021. Chase is currently registered with FBL Wealth Management, LLC in West Des Moines, IA. Chase is also registered with the state of Minnesota. Chase has experience in providing investment advisory and financial planning services to clients. Chase also has experience in insurance sales. Chase has a Series 66 license, which allows Chase to provide investment advice to individuals and corporations. Chase also has a Series 63 license, which allows Chase to sell securities in the state of Minnesota.

Firm Information

Chase Carlson is currently registered with FBL Wealth Management, LLC. FBL Wealth Management, LLC is a wealth management firm based in West Des Moines, Iowa. They offer a variety of financial services including financial planning, educational seminars, and portfolio management for individuals and businesses. The firm manages approximately $8.63 million in assets for high-net-worth individuals.
FBL Wealth Management, LLC

5400 UNIVERSITY AVENUE

WEST DES MOINES, IA 50266

$8.63M

Assets Under Management

5,053

Total Clients

167

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Third-party management fees

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Chase Carlson’s Registration & Firm History

IA

02/20/2024 - Present

FBL Wealth Management, LLC (West Des Moines IA)

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Licenses & Designations

BOTH

Issued 02/16/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/22/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/19/2023

Series 7TO - General Securities Representative Examination

BC

Issued 12/29/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/30/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Chase Marvin Carlson. Review regulatory record here.
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