David Maylone (CRD# 6122542) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Columbus, WI and has over 11 years of experience in the finance industry.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 4582706
Trustage Investment Management
CRD# 1864581
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Columbus, WI | Aug 2023 - Current | < 1 |
| State Farm V.p. Management Corp. | Columbus, WI | Aug 2018 - Current | 5 |
| Dave Maylone Insurance Agency | Columbus, WI | Jul 2018 - Current | 5 |
| State Farm Insurance | Bloomington, IL | Feb 2018 - Jul 2018 | < 1 |
| Nate Ladsten Insurance Agency | Cottage Grove, WI | Oct 2017 - Feb 2018 | < 1 |
| Liberty Mutual Insurance | Madison, WI | Aug 2016 - Oct 2017 | 1 |
| Dawn Goplin Insurance Agency | Verona, WI | Apr 2015 - Aug 2016 | 1 |
| State Farm Vp Management Corp | Verona, WI | Apr 2015 - Aug 2016 | 1 |
| State Farm Vp Management Corp | Madison, WI | Oct 2012 - Aug 2016 | 3 |
| Dawn Goplin Insurance Agency | Madison, WI | Dec 2011 - Aug 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2013 |
- IL
- IA
- MI
- MN
- WI
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.