Unclaimed
David Mader is an investment advisor representative with State Farm Investment Management Corp. located in Neenah, Wisconsin. David has been in the financial industry since 2004. David is registered with the state of California, Illinois, Iowa, Michigan, Minnesota and Wisconsin. He has earned the Series 6, 63, and 65 securities licenses. David's professional designations include a Chartered Financial Consultant. In addition to working with State Farm Investment Management Corp., David is also the owner of Dave Mader Insurance Agency, a State Farm agency. David is a partner in Mader/Neenah Real Estate, LLC, a real estate business. David is a member of the Neenah Rotary Club.
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
11/30/2018 - Present
State Farm Investment Management Corp. (Neenah WI)
WI
08/23/2004 - 09/01/2017
STATE FARM VP MANAGEMENT CORP. (NEENAH WI)
IA
Issued 11/19/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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