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Max A Whipple

FBL Marketing Services, LLC

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About Max A Whipple

Max Whipple is a financial professional with over 20 years of experience in the industry. Max has a Series 6, Series 26 and Series 63 license and is registered with the state of Oklahoma. Max is currently employed by FBL Marketing Services, LLC. Max is dedicated to providing clients with comprehensive financial advice and guidance.

Firm Information

Max Whipple 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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Max Whipple’s Registration & Firm History

OK

08/15/2000 - Present

FBL Marketing Services, LLC (PRYOR OK)

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Licenses & Designations

BC

Issued 05/12/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/13/2012

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/14/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Max A Whipple.
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