Fbl Marketing Services

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.

Broker Richard Connally in Fbl Marketing Services, LLC Firm Has Customer Complaint

March 15, 2025 | by Staff Attorney

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

FINRA BrokerCheck shows a final customer complaint on October 03, 2024.

Without admitting or denying the findings, Connally consented to the sanctions and to the entry of findings that he forged or falsified customer signatures on hundreds of insurance account documents while working both as a registered representative for his member firm and as an insurance agent for an affiliated life insurance company. The finding stated that these documents included insurance applications, money movement forms, change of beneficiary requests, policy service requests, and various verification forms submitted to the insurance company. The transactions and services requested in these documents were authorized by the customers, and none of the customers complained. Connally also falsely attested on annual compliance questionnaires that he complied with the firm’s policy prohibiting him from signing a customer’s name to any document.

There are Recent Customer Complaints with Broker Jonathan Vagle in Firm Fbl Marketing Services, LLC

March 8, 2025 | by Staff Attorney

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

FINRA BrokerCheck shows a final customer complaint on October 23, 2024.

Without admitting or denying the findings, Vagle consented to the sanction and to the entry of findings that he refused to appear for on-the-record testimony requested by FINRA in connection with an investigation into the circumstances of his termination from his member firm. The findings stated that the firm submitted a Form U5 disclosing that Vagle had been discharged after affiliate life insurance and property/casualty insurance companies terminated his contract for failure to follow the company’s protocols regarding insurance premium payments and client signatures.