Fbl Marketing Services

There are Recent Customer Complaints with Broker Wendy Baker in Firm Fbl Marketing Services, LLC

November 21, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Wendy Baker (Baker), previously associated with Fbl Marketing Services, LLC, has at least one disclosable event. These events include one customer complaint, alleging that Baker recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a pending customer complaint with a damage request of $5,000.00 on September 22, 2025.

Complainant has concerns of conflict of interest, potential elder financial exploitation and possible violations of supervisory standards against her father’s form representative.

Broker Casey Clayborn in Fbl Marketing Services, LLC Firm Has Customer Complaint

November 7, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Casey Clayborn (Clayborn), previously associated with Fbl Marketing Services, LLC, has at least one disclosable event. These events include one customer complaint, alleging that Clayborn recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a settled customer complaint with a damage request of $6,860.49 on August 26, 2022.

Customer’s complaint states that the registered representative did not follow her instructions and execute a sell order of her mutual fund holdings on August 23, 2022, which resulted in loss of market value in her account.

Broker Gavin Mccleary in Fbl Marketing Services, LLC Firm Has Customer Complaint

October 2, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Gavin Mccleary (Mccleary), previously associated with Fbl Marketing Services, LLC, has at least one disclosable event. These events include one customer complaint, alleging that Mccleary recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a settled customer complaint with a damage request of $17,854.72 on November 18, 2022.

The client alleges the RR failed to disclose the surrender charges on a fixed annuity contract, provided poor service and forged their signature to transfer funds into the annuity to get things rolling quicker. They request the affiliate life insurance company waive the surrender charges.

There are Recent Customer Complaints with Broker Jason Street in Firm Fbl Marketing Services, LLC

August 14, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Jason Street (Street), currently associated with Fbl Marketing Services, LLC, has at least one disclosable event. These events include one customer complaint, alleging that Street recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a pending customer complaint with a damage request of $51,304.00 on June 24, 2025.

Client states trades were placed in accounts without proper thought on tax consequence by the advisor which led to the client owing over $50K in state and federal taxes. Client states tax consequences were not explained to them by the rep and were blindsided when they did their taxes for the year.

There are Recent Customer Complaints with Broker Jason Street in Firm Fbl Marketing Services, LLC

August 5, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Jason Street (Street), currently associated with Fbl Marketing Services, LLC, has at least one disclosable event. These events include one customer complaint, alleging that Street recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a pending customer complaint with a damage request of $51,304.00 on June 24, 2025.

Client states trades were placed in accounts without proper thought on tax consequence by the advisor which led to the client owing over $50K in state and federal taxes. Client states tax consequences were not explained to them by the rep and were blindsided when they did their taxes for the year.

There are Recent Customer Complaints with Broker Justin Mundt in Firm Fbl Marketing Services, LLC

May 2, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Justin Mundt (Mundt), previously associated with Fbl Marketing Services, LLC, has at least one disclosable event. These events include one customer complaint, alleging that Mundt recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a pending customer complaint on May 21, 2024.

Mr. Mundt was named as one of multiple defendants in a lawsuit generally alleging that the defendants made misrepresentations regarding an investment strategy involving the sale of life insurance policies, in 2017 and various dates thereafter. See Item 24 below for more detail.

There are Recent Customer Complaints with Broker Glenn Bridwell in Firm Fbl Marketing Services, LLC

March 24, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Glenn Bridwell (Bridwell), previously associated with Fbl Marketing Services, LLC, has at least one disclosable event. These events include one tax lien, alleging that Bridwell recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a final customer complaint on September 04, 2024.

Without admitting or denying the findings, Bridwell consented to the sanction and to the entry of findings that he exercised discretionary power to effect transactions in customer accounts without obtaining prior written authorization from the customers and without his member firm having accepted the accounts as discretionary.