Unclaimed
Isaac Wust is an investment advisor representative with State Farm Investment Management Corp. in Bowling Green, OH. Isaac has been in the financial services industry since 2013 and has Series 63, Series 6TO, and SIE licenses. He has a registration with the state of Ohio. Isaac's experience includes working for Farmers and Merchants State Bank, Huntington University, and State Farm VP Management Corp., as well as Lance Wood's Insurance Agency and Scott Wood's Insurance Agency. Isaac's firm specializes in portfolio management for individuals and investment companies.
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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2
OH
10/21/2024 - Present
State Farm Investment Management Corp. (Toledo OH)
BC
Issued 03/19/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/08/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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