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Paul James Glasheen

FBL Marketing Services, LLC

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About Paul James Glasheen

Paul Glasheen is a financial advisor at FBL Marketing Services, LLC. Paul has been in the industry since 2011 and has a Series 6, Series 7, and Series 63 license. Paul holds a state registration in Wisconsin. Paul has previous experience with Northwestern Mutual Investment Services, LLC and Saybrus Equity Services, Inc.

Firm Information

Paul Glasheen 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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Paul Glasheen’s Registration & Firm History

WI

07/13/2023 - Present

FBL Marketing Services, LLC (MARSHFIELD WI)

WI

08/28/2018 - 10/21/2021

FBL MARKETING SERVICES, LLC (Appleton WI)

CT

05/28/2013 - 06/04/2018

SAYBRUS EQUITY SERVICES, INC (HARTFORD CT)

WI

04/14/2011 - 06/06/2012

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GREEN BAY WI)

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Licenses & Designations

BC

Issued 05/10/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/16/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/13/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul James Glasheen.
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