Toby Hatlevig

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2021 → 12/2024
  Fbl Financial Group
  West Des Moines, IA
• 06/2014 → 02/2021
  Stonhard
  Maple Shade, NJ
• 03/2021 → 12/2024
  Fbl Marketing Services, Llc
  West Des Moines, IA
• 01/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rochester, MN
• 02/2025 → Present
  Bank Of America, N.A.
  Rochester, MN

Previous Registrations

• 2024-07-02 → 2024-12-19
  Fbl Wealth Management, Llc
  West Des Monies, IA

Other Businesses

I*: 2198303 Individual Not Investment Related Address: Rochester, MN Duties: Selling eggs; Position: Owner Start 9/1/2022 Hours devoted: 1 hours per month Hours during trading hours: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-01
• S63 Uniform Securities Agent State Law Examination
  2021-06-22

Other Names

• Toby Aaron Hatlevig