Daniel Zempel (CRD# 4371940) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lake Mills, WI and has over 23 years of experience in the finance industry.
CRD# 5936170
Adler Financial
CRD# 1864581
Raymond James Financial Services Advisors, Inc.
CRD# 2628759
Mendota Financial Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
State Farm Investment Management Corp | Lake Mills, WI | Sep 2018 - Current | 5 |
Daniel Zempel Insurance Agency | Lake Mills, WI | Jul 2003 - Current | 20 |
State Farm Vp Management Corp | Lake Mills, WI | Jul 2001 - Current | 22 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2001 |
S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
- WI
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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