Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Engelbrecht is a registered investment advisor representative with State Farm Investment Management Corp. in Custer, South Dakota. Steven has been working in the financial services industry since January 16, 2014. Steven is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6, Series 63 and Series 65 licenses. Steven is also registered in Nebraska, North Dakota, South Dakota, and Wyoming. State Farm Investment Management Corp. is a registered investment advisor firm with over $10 billion in assets under management. The firm provides 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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SD
07/07/2023 - Present
State Farm Investment Management Corp. (Custer SD)
IA
Issued 06/28/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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