Unclaimed
Jacob Schreder is an Investment Advisor Representative with State Farm Investment Management Corp. Jacob has been in the industry since 2014. Jacob is registered in Minnesota and North Dakota and offers Investment Advisory services and Portfolio Management for individuals and investment companies. Jacob is also an insurance agent with Jake Schreder Insurance Agency.
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
MN
10/28/2024 - Present
State Farm Investment Management Corp. (Wayzata MN)
AZ
02/03/2014 - 11/17/2017
STATE FARM VP MANAGEMENT CORP. (TEMPE AZ)
BC
Issued 01/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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