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Request a Free TrialFirm Details
- Custodian
- RBC
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-1996
- Office Locations
- 2
Office Locations
About FBL Wealth Management, LLC
FBL Wealth Management, LLC provides financial planning and wealth planning with a strong insurance and retirement-planning lens, covering estate planning, charitable giving, tax planning, and business succession. The firm builds client portfolios using ETFs and mutual funds (including target-date fund approaches) and operates across retail and institutional channels. Key operational details for partners: Envestnet is part of its platform stack and RBC is a listed custodian.
Team overview
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Client Personas
Custodian
Investment Themes
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Platform
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Owner & Executives
MATHEW EVERETTE GLEASON
President
- CRD
- #6434929
- Ownership
- Less than 5%
MICHAEL GOODYEAR
--
- CRD
- #3105379
- Ownership
- Less than 5%
Pathway north
Legacy peak frontier
- CRD
- #32286
- Ownership
- 34.5%
Showing 2 of 8 owners & executives
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BRENT ADAMS
--
- CRD
- #4723179
TRENT WILLIAM ADAMS
--
- CRD
- #5963683
Element value
Legacy quantum optima
- CRD
- #52159
Showing 2 of 235 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $9,240,933 | $9,240,933 |
| Total | $9,240,933 | $9,240,933 |
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Separately Managed Accounts
Total SMA Asset: $9,240,933
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $787,286,483 | 9.1% |
| Public Funds | $2,742,525,440 | 31.7% |
| Cash | $3,097,236,933 | 35.8% |
| Corporate - Investment Grade | $2,024,450,956 | 23.4% |
| Total | $8,651,499,812 | 100.0% |