Unclaimed
David Brandmeyer is an investment advisor representative at State Farm Investment Management Corp. David has been in the financial industry since August 2012, and has a total of 4 active state licenses to offer investment advice and securities products. These licenses include Illinois, Indiana, Kentucky and Missouri. David is licensed to offer securities through State Farm VP Management Corp, and has a total of 4 state registrations for investment advisor services. David also holds the Series 63, Series 65 and the Series 6 licenses. David currently works from the Trenton branch office of State Farm Investment Management Corp.
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.
1
2
IL
12/19/2019 - Present
State Farm Investment Management Corp. (Trenton IL)
IA
Issued 11/25/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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