David Clarence Matthias

Current Employers

Employment History

• 07/2000 → Present
  Fbl Marketing Services
  West Des Moines, IA
• 08/2000 → Present
  Farm Bureau Financial Services
  West Des Moines, IA

Other Businesses

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 01-01-2011; 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) Farm Bureau Bank - Referral fees. Not investment related. May receive compensation for referrals made to Farm Bureau Bank. Start Date - since agreements were established. Less than 1 hr. a month during securities trading hours. 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) David C. Matthias Agency , LLC. Entity formed for tax purposes only. Owner. 2018 E Bremer Ave, Waverly, IA 50677. Duties: Manager. Start date 12/21/2022. Less than one hour a month, and less than one hour during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2021-01-05
• S63 Uniform Securities Agent State Law Examination
  1994-06-28