Unclaimed
Martin Leslie Rapp is a financial advisor with over 25 years of experience in the financial services industry. Martin is currently registered with FBL Wealth Management, LLC and is licensed to provide investment advice in multiple states. Martin's professional experience includes roles at LPL Financial LLC, UVEST Financial Services Group, Inc., Vision Investment Services, Inc., and Berthel, Fisher & Company Financial Services, Inc. Martin offers a range of financial services, including financial planning, portfolio management, and educational seminars.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Third-party management fees
1
2
IA
07/16/2021 - Present
FBL Wealth Management, LLC (West Des Moines IA)
IL
07/05/2011 - 06/27/2019
LPL FINANCIAL LLC (STERLING IL)
IL
07/25/2007 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (STERLING IL)
IL
09/28/2004 - 07/31/2007
VISION INVESTMENT SERVICES, INC. (STERLING IL)
IA
07/28/2004 - 10/01/2004
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
MN
10/28/2002 - 07/06/2004
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
OH
02/02/1998 - 10/22/2002
CONTINENTAL CAPITAL INVESTMENT SERVICES, INC. (BRYAN OH)
IA
06/19/1997 - 01/29/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
NJ
03/17/1995 - 09/22/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NY
08/01/1994 - 11/28/1994
L.C. WEGARD & CO., INC. (NEW YORK NY)
BOTH
Issued 06/07/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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