Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Mason is an investment advisor representative with FBL Wealth Management, LLC. Matthew has been in the industry since 2003 and holds a Series 6, Series 7, and Series 63 securities licenses, as well as the SIE. Matthew has previously worked at Edward Jones, Raymond James Financial Services, Inc., and Chase Investment Services Corp. Matthew's firm specializes in financial planning, portfolio management, and educational seminars. Matthew is registered with the states of Colorado, Idaho, Missouri, Texas, and Utah.
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
03/18/2022 - Present
FBL Wealth Management, LLC (West Des Moines IA)
UT
11/18/2020 - 11/16/2021
FBL MARKETING SERVICES, LLC (Sandy UT)
UT
01/18/2019 - 11/16/2020
EDWARD JONES (SPANISH FORK UT)
TX
02/01/2012 - 08/02/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (SULPHUR SPRINGS TX)
TX
10/26/2005 - 02/02/2012
CHASE INVESTMENT SERVICES CORP. (COMMERCE TX)
IL
02/11/2005 - 10/12/2005
COUNTRY CAPITAL MANAGEMENT COMPANY (BLOOMINGTON IL)
VT
09/25/2002 - 02/01/2005
EQUITY SERVICES, INC. (MONTPELIER VT)
BOTH
Issued 04/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2003
Series 7 - General Securities Representative Examination
BC
Issued 09/24/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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