Jeremy Rogstad (CRD# 5672824) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Charles City, IA and has over 14 years of experience in the finance industry.
CRD# 5204878
Cetera Investment Advisers LLC
CRD# 7024332
Edward Jones
CRD# 2275932
Accel Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Charles City, IA | Jun 2023 - Current | < 1 |
| State Farm Vp Management Corp. | Charles City, IA | Jan 2019 - Current | 5 |
| Jeremy Rogstad Insurance Agency | Charles City, IA | Jan 2019 - Current | 5 |
| State Farm Investment Management Corp. | Charles City, IA | Jan 2019 - Jun 2019 | < 1 |
| State Farm Investment Management Corp | Northwood, IA | Aug 2018 - Dec 2018 | < 1 |
| State Farm Vp Management Corp | Northwood, IA | Jan 2010 - Dec 2018 | 8 |
| Jeremy Rogstad Insurance Agency | Northwood, IA | Jan 2010 - Dec 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
| S63 | Uniform Securities State Law Examination | Jul 2009 |
- IL
- IA
- MN
- NE
- SD
- WI
-
Total Assets Under Management10,165MILLIONS
-
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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