Shelby Henry, financial advisor Cadillac MI

Shelby Henry

CRD Number: 4969245
Current Firm: State Farm Investment Management Corp.

Shelby Henry (CRD# 4969245) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Cadillac, MI and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
State Farm Investment Management Corp Cadillac, MI Feb 2020 - Current 4
Shelby Henry Insurance Agency Cadillac, MI Jan 2013 - Current 11
State Farm Vp Management Corp Cadillac, MI Jan 2013 - Current 11
State Farm Investment Management Corp Cadillac, ME Aug 2018 - Jun 2019 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2005
S65 NASAA Investment Advisors Law Examination Dec 2023
Contact Info for Shelby L. Henry
Phone Number: 800-447-0740
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

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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