Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Zumdahl is a registered investment advisor representative with State Farm Investment Management Corp. based in Freeport, IL. Matthew is licensed in Illinois and Wisconsin, and holds the Series 63, 65, 6TO, and SIE exams. Matthew has been in the financial industry since 2009, and has been with State Farm since 2021. In addition to his work as an investment advisor representative, Matthew is also an insurance agent and a board member for the City of Lanark Park Board. Matthew is dedicated to providing his clients with personalized financial advice and helping them reach their financial goals.
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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IL
03/11/2024 - Present
State Farm Investment Management Corp. (Freeport IL)
BC
Issued 02/20/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/05/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/15/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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