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  • Client Information Worksheet

Personal

Contact/Address

Employment

Financial

A “large trader” is defined as a person who, directly or indirectly, through the exercise of “investment discretion,” effects transactions in NMS securities (largely exchange-listed securities and options) equal to or exceeding in the aggregate two million shares or $20 million on any calendar day, or 20 million shares or $200 million over the course of a calendar month.

Investment Background

Associations

Securities & Services offered through FBL Marketing Services, LLC, 5400 University Avenue, West DesMoines, IA 50266,877-860-2904, Member SIPC. Advisory services offered through FBL Wealth Management, LLC.

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