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Scott David Neumann is a financial professional who has been in the industry for over 25 years. He is a Registered Representative and Investment Advisor Representative at State Farm Investment Management Corp. Scott is licensed to conduct business in Michigan and Ohio. His background includes working as an insurance agent at Scott Neumann Insurance Agency. He has also worked as an Investment Advisor Representative for State Farm VP Management Corp. Scott has obtained numerous certifications, including the Series 63, Series 26, and the SIE. He holds a Chartered Financial Consultant designation. Scott has a long history of working with investment companies and has experience providing financial advice to clients.
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
08/03/2018 - Present
State Farm Investment Management Corp. (Wauseon OH)
BC
Issued 02/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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