Wendy Most (CRD# 5783374) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Durango, CO and has over 14 years of experience in the finance industry.
CRD# 6993630
Robert W. Baird & Company Incorporated
CRD# 5611651
Intelligent Investment Management,llp
CRD# 4195120
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp. | Durango, CO | Aug 2018 - Current | 5 |
| State Farm Vp Management Corp. | Durango, CO | Jan 2015 - Current | 9 |
| Wendy Most Insurance Agency | Durango, CO | Jan 2015 - Current | 9 |
| Wendy Most Insurance Agency | Farmington, NM | Jan 2011 - Dec 2014 | 3 |
| State Farm Vp Management Corp. | Farmington, NM | Dec 2010 - Dec 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2010 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2019 |
- AZ
- CO
- NM
- TX
-
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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