Robert Cape (CRD# 7541284) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Spring Arbor, MI and has over 2 years of experience in the finance industry.
CRD# 5591514
Edward Jones
CRD# 4660889
Ameriprise Financial Services, LLC
CRD# 6438697
Thrivent Investment Management Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
State Farm Investment Management Corp | Spring Arbor, MI | Jul 2023 - Current | < 1 |
State Farm Vp Management Corp | Spring Arbor, MI | Jul 2023 - Current | < 1 |
Rob Cape Insurance Agency | Spring Arbor, MI | Jul 2023 - Current | < 1 |
State Farm Insurance | Marshall, MI | Feb 2023 - Jun 2023 | < 1 |
State Farm Vp Management Corp | Marshall, MI | Feb 2023 - Jun 2023 | < 1 |
State Farm Investment Management Corp | Marshall, MI | Feb 2023 - Jun 2023 | < 1 |
State Farm Vp Management Corp | Battle Creek, MI | Apr 2022 - Feb 2023 | < 1 |
Paul Clark Insurance Agency | Battle Creek, MI | Dec 2018 - Feb 2023 | 4 |
Kp Insurance Agency | Kalamazoo, MI | Oct 2018 - Nov 2018 | < 1 |
Heritage Chevrolet | Battle Creek, MI | Jul 2014 - Sep 2018 | 4 |
Les Stanford Chevrolet | Dearborn, MI | Jun 2012 - Jun 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2022 |
S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
- IN
- MI
- OH
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
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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