Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dane? Claim Your ProfileDane C. Allen is an investment advisor representative associated with State Farm Investment Management Corp. Dane has been in the industry since January 12, 2014. Dane is licensed to provide investment advisory services in Illinois, Michigan, Minnesota, and Wisconsin. Dane's primary business is the management of individual and investment company portfolios.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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WI
10/24/2018 - Present
State Farm Investment Management Corp. (Sussex WI)
IA
Issued 10/24/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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