Steve Hicks (CRD# 4534009) is an Investment Advisor Representative working at State Farm Investment Management Corp. in David City, NE and has over 16 years of experience in the finance industry.
CRD# 5515243
Principal Securities, Inc.
CRD# 5187851
Ameritas Advisory Services, LLC
CRD# 2436242
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Vp Management Corp | David City, NE | Mar 2024 - Current | < 1 |
| State Farm Investment Management Corp | David City, NE | Mar 2024 - Current | < 1 |
| Steve Hicks' Insurance Agency | David City, NE | Mar 2024 - Current | < 1 |
| State Farm Insurance | Plattsmouth, NE | Oct 2023 - Mar 2024 | < 1 |
| State Farm Investment Management Corp | Plattsmouth, NE | Jun 2023 - Mar 2024 | < 1 |
| State Farm Vp Managment Corp | Plattsmouth, NE | Jun 2022 - Mar 2024 | 1 |
| State Farm Investment Management Corp | Gretna, NE | Jun 2023 - Oct 2023 | < 1 |
| State Farm Vp Managment Corp | Gretna, NE | Jun 2022 - Oct 2023 | 1 |
| Derek Bird Insurance Agency | Plattsmouth, NE | May 2022 - Oct 2023 | 1 |
| Derek Bird Insurance Agency | Gretna, NE | May 2022 - Oct 2023 | 1 |
| Lifespring Church | Bellevue, NE | Jul 2010 - Jun 2022 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2007 |
| S63 | Uniform Securities State Law Examination | Aug 2022 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- IA
- MO
- NE
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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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