Chief Compliance Officer · FBL Wealth Management, LLC
Jennifer L. Morgan
CRD 2550729 · Named on Form ADV at one SEC-registered adviser
At a glance
FBL Wealth Management, LLC, an SEC-registered wealth manager based in West DES Moines, IA with $9 million in regulatory assets, lists Jennifer L. Morgan on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- FBL Wealth Management, LLCChief Compliance OfficerWealth manager · West DES Moines, IA · $9M in regulatory assets
AtlasMembers
Jennifer’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (7)
- Mathew E. GleasonPresident, FBL Wealth Management, LLC
- Clint J. MayVice President Assistant General Counsel, FBL Wealth Management, LLC
- Michael D. O'ToolDirector Compliance, FBL Wealth Management, LLC
- Donald J. SeibelChief Financial Officer, FBL Wealth Management, LLC
- Mark D. WickhamGeneral Counsel and Secretary, FBL Wealth Management, LLC
2 more people named with Jennifer on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jennifer’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.