Chase Marvin Carlson

Current Employers

Employment History

• 06/2018 → Present
  Fbl Financial Group
  West Des Moines, IA
• 03/2018 → 08/2018
  Eklunds Ag Service
  Isanti, MN
• 05/2017 → 03/2018
  Judge Homes
  Center City, MN
• 12/2016 → 05/2017
  University Of Minnesota Crookston
  Crookston, MN
• 08/2015 → 12/2016
  Happy Joes Pizza
  Crookston, MN
• 10/2019 → Present
  Fbl Marketing Service, Llc
  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 06/01/2018; 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) AMSOIL Synthetic Motor Oils; Not Investment Related; 2342 Loop Rd. Mora, MN 55051; Owner; Start Date: 10/12/2013; 5 Hours/MO; 0 Hours during trading; Pull orders and meet with Customers. 3) Carlson & Associates INC, not investment related. Insurance sales dba, starting 12/01/2021. 4) Apple Fire Orchards, LLC; Not investment related; 1800 Ridge Ave, Mass City, MI 49948; Owner; 05/2022; 5 hrs/mo; 0 hrs during trading. Maintain rental property, schedule guests. 5) FBL WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; 5400 UNIVERSITY AVE, WEST DES MOINES IA 50266; INVESTMENT ADVISORY AND FINANCIAL PLANNING; INVESTMENT ADVISER REPRESENTATIVE; DATE OF FBLIMS 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.

Exams

• S66 Uniform Combined State Law Examination
  2024-02-16
• S63 Uniform Securities Agent State Law Examination
  2021-01-22