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5400 University Avenue, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-06-20 |
| TX | RA | APPROVED | 2023-10-27 |
| CO | RA | APPROVED | 2022-03-23 |
| ID | RA | APPROVED | 2022-03-23 |
| UT | RA | APPROVED | 2022-03-18 |
Branch Locations
5400 University Ave, West Des Moines, IA 50266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Matthew Mason Dba Mason Properties | Garden City | UT | 10/2008 | Present |
| Raymond James Financial Services | Sulphur Springs | TX | 02/2012 | 07/2018 |
| Alliance Bank | Sulphur Springs | TX | 02/2012 | 07/2018 |
| B.O.S.S. Retirement Advisors, Llc | Lehi | UT | 08/2018 | 01/2019 |
| Edward Jones | St.LOuis | MO | 01/2019 | 11/2020 |
| Fbl Financial Group | West Des Moines | IA | 11/2020 | 11/2021 |
| Fbl Marketing Services | West Des Moines | IA | 12/2021 | Present |
| American Leadership Academy | Spanish Fork | UT | 06/2020 | 05/2026 |
| Fbl Financial Group | West Des Moines | IA | 12/2021 | Present |
1) FARM BUREAU LIFE; FARM BUREAU PROPERTY AND CASUALTY AND THEIR AFFILIATES; NOT INVESTMENT RELATED; 5400 UNIVERSITY AVE, WEST DES MOINES, IA; INSURANCE AGENT SINCE 12/01/2021; FULL-TIME SELLING INSURANCE; Both Life and P/C companies have a relationship with the state Farm Bureau organization in each state where they do business. 2) Rental Property - Property Owner; Not Investment Related; 184 W Seasons Ln, Garden City, UT, 84028, United States; Real Estate Investing; Owner; Start 12/30/2021; 1 hours per month; 0 hours per month during trading hours; Commission Compensation; OWNER. 3) FBL WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; 5400 UNIVERSITY AVE, WEST DES MOINES IA 50266; INVESTMENT ADVISORY AND FINANCIAL PLANNING; INVESTMENT ADVISER REPRESENTATIVE; DATE OF FBLWM RELEASE LETTER, UNTIL FURTHER NOTICE; Varied HOURS PER MONTH; Varied HOURS DEVOTED PER MONTH DURING TRADING HOURS; PROVIDE INVESTMENT ADVISORY AND FINANCIAL PLANNING SERVICES TO CUSTOMERS; FEE BASED, HOURLY RATE. 4) Mason Ventures Partnership DBA Lakeview Laundry; Not Investment Related; 325 W Logan Rd Ste 100, Garden City, UT, 84028, United States; Laundromat; Partner; Start 5/23/2025; 5 hours per month; 0 hours per month during trading hours; Salary Compensation; I will have employees run the company and I will handle big picture. 5) ProEdge Consulting LLC; Not Investment Related; 184 W Seasons Ln, Garden City, UT 84028, United States; Coaching; Owner; Start 5/15/2025; 5 hours per month; 0 hours per month during trading hours; Commission Compensation; Coaching teams, athletes, and professionals. 6) Lakeview Pest & Home Services LLC; Not Investment Related; 70 W Logan Rd Ste D, Garden City, UT, 84028, United States; Pest Control Company; Member; Start 6/1/2026; 1 hours per month; 0 hours per month during trading hours; Commission Compensation; Operations Management Assistance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2002-09-23 |
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