Unclaimed
Samuel Michael Herrig is an investment advisor representative at State Farm Investment Management Corp. with a focus on individual and investment company portfolio management. Samuel Herrig has experience in various industries including insurance, sales, and customer service.
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
IA
04/10/2023 - Present
State Farm Investment Management Corp. (Dubuque IA)
IA
Issued 04/22/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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