Charlie Happel
Corporate Officer/Principal at CFA Institute
Profile
Charles Theodore Happel is a member of CFA Institute and CFA Society of Iowa, Inc. He was the Chief Investment Officer at FBL Financial Group, Inc. from 2013 to 2020 and held the same position at Farm Bureau Life Insurance Co. (Iowa) (Investment Portfolio) from 2009 to 2020.
He was also the Vice President of Investments at FBL Investment Management Services, Inc. He holds an MBA from Drake University and an undergraduate degree from the University of Northern Iowa.
Charlie Happel active positions
Companies | Position | Start |
---|---|---|
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | - |
CFA Society of Iowa, Inc. | Corporate Officer/Principal | - |
Former positions of Charlie Happel
Companies | Position | End |
---|---|---|
FBL FINANCIAL GROUP, INC. | Chief Investment Officer | 2020-06-14 |
Farm Bureau Life Insurance Co. (Iowa) (Investment Portfolio)
Farm Bureau Life Insurance Co. (Iowa) (Investment Portfolio) Investment ManagersFinance Farm Bureau Life Insurance Co. (Iowa) (Investment Portfolio) (FBLIC-IP) is the investment portfolio division of Farm Bureau Life Insurance Co., an insurance company headquartered in West Des Moines, Iowa. Founded in 1945, the firm is a subsidiary of FBL Financial Group, Inc., ultimately held by Farm Bureau Mutual Insurance Co. FBLIC-IP manages client’s investment portfolio. | Chief Investment Officer | 2020-05-31 |
FBL Investment Management Services, Inc.
FBL Investment Management Services, Inc. Investment ManagersFinance FBL Investment Management Services, Inc. (FBLIMS) is a SEC-registered investment advisor headquartered in West Des Moines, Iowa. The firm is a subsidiary of FBL Financial Services, Inc., which in turn, wholly-owned by FBL Financial Group, Inc. (NYSE: FFG). They were formerly known as EquiTrust Investment Management Services, Inc. Founded in 1971, FBLIMS provides investment advisory and management services on a continuous basis to institutional accounts and an entity that is affiliated with the firm through ownership. | President | - |
Training of Charlie Happel
University of Northern Iowa | Undergraduate Degree |
Drake University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 5 |
---|---|
FBL Investment Management Services, Inc.
FBL Investment Management Services, Inc. Investment ManagersFinance FBL Investment Management Services, Inc. (FBLIMS) is a SEC-registered investment advisor headquartered in West Des Moines, Iowa. The firm is a subsidiary of FBL Financial Services, Inc., which in turn, wholly-owned by FBL Financial Group, Inc. (NYSE: FFG). They were formerly known as EquiTrust Investment Management Services, Inc. Founded in 1971, FBLIMS provides investment advisory and management services on a continuous basis to institutional accounts and an entity that is affiliated with the firm through ownership. | Finance |
FBL Financial Group, Inc.
FBL Financial Group, Inc. Multi-Line InsuranceFinance FBL Financial Group, Inc. operates as holding company, which engages in the sale of individual life insurance and annuity products. It operates through the Annuity, and Life Insurance segments. The Annuity segment is consists of fixed rate and indexed annuities and supplementary contracts. The Life Insurance segment is the whole life, term life, and universal life policies which provides benefits upon the death of the insured and may allow the client to build cash value on a tax-deferred basis. The company was founded in1939 and is headquartered in West Des Moines, IA. | Finance |
Farm Bureau Life Insurance Co. (Iowa) (Investment Portfolio)
Farm Bureau Life Insurance Co. (Iowa) (Investment Portfolio) Investment ManagersFinance Farm Bureau Life Insurance Co. (Iowa) (Investment Portfolio) (FBLIC-IP) is the investment portfolio division of Farm Bureau Life Insurance Co., an insurance company headquartered in West Des Moines, Iowa. Founded in 1945, the firm is a subsidiary of FBL Financial Group, Inc., ultimately held by Farm Bureau Mutual Insurance Co. FBLIC-IP manages client’s investment portfolio. | Finance |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
CFA Society of Iowa, Inc. |
- Stock Market
- Insiders
- Charlie Happel