Samuel Herrig, financial advisor Dubuque IA

Samuel Herrig

CRD Number: 7519943
Current Firm: State Farm Investment Management Corp.

Samuel Herrig (CRD# 7519943) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Dubuque, IA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Samuel Herrig Insurance Agency Dubuque, IA Jul 2023 - Current < 1
State Farm Vp Management Corp Dubuque, IA Aug 2022 - Current 1
State Farm Investment Management Corp Dubuque, IA Aug 2022 - Current 1
State Farm Insurance Dubuque, IA Aug 2022 - Jan 2023 < 1
Brandon Geise Insurance Agency Story City, IA Mar 2022 - Aug 2022 < 1
State Farm Vp Management Corp. Story City, IA Mar 2022 - Aug 2022 < 1
State Farm Vp Management Corp. Ames, IA Mar 2022 - Aug 2022 < 1
Mark Doyle State Farm Insurance Ames, IA Aug 2019 - Aug 2022 3
Hni Muscatine, IA May 2019 - Aug 2019 < 1
Full Time Student - Unemployed Ames, IA Aug 2018 - May 2019 < 1
Kunkel And Associates Dubuque, IA May 2018 - Aug 2018 < 1
Best Buy Dubuque, IA Mar 2016 - May 2018 2
Meadows Golf Club Dubuque, IA Mar 2014 - Mar 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2022
S65 NASAA Investment Advisors Law Examination Apr 2022
Contact Info for Samuel M. Herrig
Phone Number: 800-447-0740
Registered State(s):
  • IL
  • IA
  • MN
  • MO
  • WI
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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