Charles T. Happel

CHARLES T. HAPPEL, Securities Vice President of Equitrust
Investment Management Services, Inc., is responsible for equity
investments in the mutual funds and the tax-preferenced
investments in the insurance company portfolios. He received his
undergraduate degree from the University of Northern Iowa and his
MBA from Drake University. Since joining Farm Bureau in 1984, he
spent time in the mutual funds area, then joined the investment
department as an Equity Analyst. He later moved to the fixed-
income sector as a Portfolio Manager, then returned to equities
when the management of the mutual fund equity portfolios was
added to his responsibilities. He has also obtained several
insurance and investment industry designations including
Chartered Financial Analyst, Chartered Property Casualty
Underwriter, Certified Financial Planner, Chartered Financial
Consultant, Chartered Life Underwriter, and Fellow, Life
Management Institute. He is a member of the Iowa Society of
Financial Analysts and the Chicago Municipal Analyst’s Society.