FMB RETIREMENT SERVICES
CRD #164571 SEC #801-76839 WESTLAKE VILLAGE, CA 805-446-4494
SEC Registered
Total AUM
$135.2M
Discretionary
$135.2M
Employees
11
Clients
--
Accounts
52
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 14, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FIELDS, JEREMY, JAMES | I | PARTNER, DIRECTOR | NA | |
| FIELDS, JEREMY, JAMES | I | PARTNER, DIRECTOR | NA | |
| FIELDS, JEREMY, JAMES | I | PARTNER, DIRECTOR | NA | |
| FIELDS, JEREMY, JAMES | I | PARTNER, DIRECTOR | NA | |
| FIELDS, JEREMY, JAMES | I | PARTNER, DIRECTOR | NA | |
| FIELDS, JEREMY, JAMES | I | PARTNER, DIRECTOR | NA | |
| HOWERTON, DAVID, RAY | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOWERTON, DAVID, RAY | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOWERTON, DAVID, RAY | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOWERTON, DAVID, RAY | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOWERTON, DAVID, RAY | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOWERTON, DAVID, RAY | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOWERTON, DAVID, RAY | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOWERTON, DAVID, RAY | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOWERTON, DAVID, RAY | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOWERTON, DAVID, RAY | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOWERTON, DAVID, RAY | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOWERTON, DAVID, RAY | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOWERTON, DAVID, RAY | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOWERTON, DAVID, RAY | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOWERTON, DAVID, RAY | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER | NA | |
| HOWERTON, DAVID, RAY | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER | NA | |
| HOWERTON, DAVID, RAY | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER | NA | |
| HOWERTON, DAVID, RAY | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER | NA | |
| HOWERTON, DAVID, RAY | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER | NA | |
| HOWERTON, DAVID, RAY | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER | NA | |
| FIELDS, DEBRA, ANNETTE | I | DIRECTOR, SECRETARY AND TREASURER | D | Control |
| FIELDS, DEBRA, ANNETTE | I | DIRECTOR, SECRETARY AND TREASURER | D | Control |
| FIELDS, DEBRA, ANNETTE | I | DIRECTOR, SECRETARY AND TREASURER | D | Control |
| FIELDS, DEBRA, ANNETTE | I | DIRECTOR, SECRETARY AND TREASURER | D | Control |
| FIELDS, DEBRA, ANNETTE | I | DIRECTOR, SECRETARY AND TREASURER | D | Control |
| FIELDS, DEBRA, ANNETTE | I | DIRECTOR, SECRETARY AND TREASURER | D | Control |
| FIELDS, DEBRA, ANNETTE | I | DIRECTOR, SECRETARY AND TREASURER | D | Control |
| FIELDS, DEBRA, ANNETTE | I | DIRECTOR, SECRETARY AND TREASURER | D | Control |
| FIELDS, DEBRA, ANNETTE | I | DIRECTOR, SECRETARY AND TREASURER | D | Control |
| FIELDS, DEBRA, ANNETTE | I | DIRECTOR, SECRETARY AND TREASURER | D | Control |
| FIELDS, DEBRA, ANNETTE | I | DIRECTOR, SECRETARY AND TREASURER | D | Control |
| FIELDS, DEBRA, ANNETTE | I | DIRECTOR, SECRETARY AND TREASURER | D | Control |
| FIELDS, DEBRA, ANNETTE | I | DIRECTOR, SECRETARY AND TREASURER | D | Control |
| FIELDS, DEBRA, ANNETTE | I | DIRECTOR, SECRETARY AND TREASURER | D | Control |
| FIELDS, DEBRA, ANNETTE | I | PRESIDENT, CFO, PARTNER | D | Control |
| FIELDS, DEBRA, ANNETTE | I | PRESIDENT, CFO, PARTNER | D | Control |
| FIELDS, DEBRA, ANNETTE | I | PRESIDENT, CFO, PARTNER | D | Control |
| FIELDS, DEBRA, ANNETTE | I | PRESIDENT, CFO, PARTNER | D | Control |
| FIELDS, DEBRA, ANNETTE | I | PRESIDENT, CFO, PARTNER | D | Control |
| FIELDS, DEBRA, ANNETTE | I | PRESIDENT, CFO, PARTNER | D | Control |
| FIELDS, DEBRA, ANNETTE | I | PRESIDENT, CFO, PARTNER | D | Control |
| FIELDS, DEBRA, ANNETTE | I | PRESIDENT, CFO, PARTNER | D | Control |
| FIELDS, DEBRA, ANNETTE | I | PRESIDENT, CFO, PARTNER | D | Control |
| FIELDS, DEBRA, ANNETTE | I | PRESIDENT, CFO, PARTNER | D | Control |
| FIELDS, DEBRA, ANNETTE | I | PRESIDENT, CFO, PARTNER | D | Control |
| FIELDS, DEBRA, ANNETTE | I | PRESIDENT, CFO, PARTNER | D | Control |
| FIELDS, DEBRA, ANNETTE | I | PRESIDENT, CFO, PARTNER | D | Control |
| FIELDS, DEBRA, ANNETTE | I | PRESIDENT, CFO, PARTNER | D | Control |
| FIELDS, DEBRA, ANNETTE | I | PRESIDENT, CFO, PARTNER | D | Control |
| FIELDS, DEBRA, ANNETTE | I | PRESIDENT, CFO, PARTNER | D | Control |
| FIELDS, DEBRA, ANNETTE | I | PRESIDENT, CFO, PARTNER | D | Control |
| FIELDS, DEBRA, ANNETTE | I | PRESIDENT, CFO, PARTNER | D | Control |
| FIELDS, DEBRA, ANNETTE | I | PRESIDENT, CFO, PARTNER | D | Control |
| FIELDS, DEBRA, ANNETTE | I | PRESIDENT, CFO, PARTNER | D | Control |
| FIELDS, THOMAS, WILLON | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| FIELDS, THOMAS, WILLON | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| FIELDS, THOMAS, WILLON | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| FIELDS, THOMAS, WILLON | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| FIELDS, THOMAS, WILLON | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| FIELDS, THOMAS, WILLON | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| FIELDS, THOMAS, WILLON | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| FIELDS, THOMAS, WILLON | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| FIELDS, THOMAS, WILLON | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| FIELDS, THOMAS, WILLON | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| FIELDS, THOMAS, WILLON | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| FIELDS, THOMAS, WILLON | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| FIELDS, THOMAS, WILLON | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| FIELDS, THOMAS, WILLON | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| FIELDS, DEBRA, ANNETTE | I | DIRECTOR, SECRETARY AND TREASURER | C | Control |
| FIELDS, DEBRA, ANNETTE | I | DIRECTOR, SECRETARY AND TREASURER | C | Control |
| FIELDS, DEBRA, ANNETTE | I | DIRECTOR, SECRETARY AND TREASURER | C | Control |
| FIELDS, THOMAS, WILLON | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| FIELDS, THOMAS, WILLON | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| FIELDS, THOMAS, WILLON | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| BLINDBURY, GRANT, E | I | DIRECTOR | B | |
| BLINDBURY, GRANT, E | I | DIRECTOR | B | |
| BLINDBURY, GRANT, E | I | DIRECTOR | B | |
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| BLINDBURY, GRANT, E | I | DIRECTOR | B | |
| MILLER, EVAN, ZACKARY | I | DIRECTOR | B | |
| MILLER, EVAN, ZACKARY | I | DIRECTOR | B | |
| MILLER, EVAN, ZACKARY | I | DIRECTOR | B | |
| MILLER, EVAN, ZACKARY | I | DIRECTOR | B | |
| MILLER, EVAN, ZACKARY | I | DIRECTOR | B | |
| MILLER, EVAN, ZACKARY | I | DIRECTOR | B | |
| MILLER, EVAN, ZACKARY | I | DIRECTOR | B | |
| MILLER, EVAN, ZACKARY | I | DIRECTOR | B | |
| MILLER, EVAN, ZACKARY | I | DIRECTOR | B | |
| MILLER, EVAN, ZACKARY | I | DIRECTOR | B | |
| MILLER, EVAN, ZACKARY | I | DIRECTOR | B | |
| MILLER, EVAN, ZACKARY | I | DIRECTOR | B | |
| MILLER, EVAN, ZACKARY | I | DIRECTOR | B | |
| MILLER, EVAN, ZACKARY | I | DIRECTOR | B | |
| MILLER, EVAN, ZACKARY | I | DIRECTOR | B | |
| MILLER, EVAN, ZACKARY | I | DIRECTOR | B | |
| MILLER, EVAN, ZACKARY | I | DIRECTOR | B | |
| MILLER, EVAN, ZACKARY | I | DIRECTOR | B | |
| MILLER, EVAN, ZACKARY | I | DIRECTOR | B | |
| MILLER, EVAN, ZACKARY | I | DIRECTOR | B | |
| MILLER, EVAN, ZACKARY | I | DIRECTOR | B | |
| MILLER, EVAN, ZACKARY | I | DIRECTOR | B | |
| MILLER, EVAN, ZACKARY | I | DIRECTOR | B | |
| MILLER, EVAN, ZACKARY | I | DIRECTOR | B | |
| MILLER, EVAN, ZACKARY | I | DIRECTOR | B | |
| MILLER, EVAN, ZACKARY | I | DIRECTOR | B |
Registrations
Federal
IA
Mar 14, 2025 REGISTERED
Notice Filings (2)
CA FL
Address
100 N. WESTLAKE BLVD. #201WESTLAKE VILLAGE, CA 91362
United States
Phone: 805-446-4494