← 栏目首页 | 数据源:SEC Form ADV Part 1(FOIA 全量数据包)· 该机构最新一次申报(12/11/2024)
FBL WEALTH MANAGEMENT, LLC · 所有者与执行高管(CRD 291396)
机构事实页:FBL WEALTH MANAGEMENT, LLC 事实页 → | 官方原文:IAPD firm-summary/291396
Schedule A · 直接所有者(10 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| FBL FINANCIAL GROUP, INC. | 境内实体 | OWNER | 是 | E |
| MORGAN, JENNIFER, LEA | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
| GLEASON, MATHEW, EVERETTE | 个人 | PRESIDENT | 是 | NA |
| ALDRIDGE, ANTHONY, JAMES | 个人 | CHIEF ACCOUNTING OFFICER | 是 | NA |
| MAY, CLINT, JAMES | 个人 | VICE PRESIDENT ASSISTANT GENERAL COUNSEL | 是 | NA |
| O'TOOL, MICHAEL, DEAN | 个人 | DIRECTOR COMPLIANCE | 是 | NA |
| EDDY, KELLI, ANN | 个人 | CHIEF OPERATING OFFICER | 是 | NA |
| SEIBEL, DONALD, JOSEPH | 个人 | CHIEF FINANCIAL OFFICER | 是 | NA |
| WICKHAM, MARK, D. | 个人 | GENERAL COUNSEL AND SECRETARY | 是 | NA |
| SHRYACK, CHRISTOPHER, THOMAS | 个人 | VP FINANCIAL SERVICES SALES | 是 | NA |
Schedule B · 执行高管(4 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| IOWA FARM BUREAU FEDERATION | OWNER | 是 |
| FARM BUREAU PROPERTY & CASUALTY INSURANCE COMPANY | OWNER | 是 |
| FARM BUREAU MULTI-STATE SERVICES, INC. | OWNER | 是 |
| FARM BUREAU MUTUAL HOLDING COMPANY | OWNER | 是 |
口径:Form ADV 为投资顾问向 SEC/IARD 的申报,所有者与高管为机构自报;本库取该机构在数据区间内的最新一次申报快照(官方数据包截至 2024-12-31),此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
