Jeffrey Haupts (CRD# 6010186) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Eagle Grove, IA and has over 12 years of experience in the finance industry.
CRD# 3271729
Cambridge Investment Research Advisors, Inc.
CRD# 2240774
Osaic Wealth, Inc.
CRD# 3030371
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Eagle Grove, IA | Mar 2024 - Current | < 1 |
| State Farm Investment Management Corp | Fort Dodge, IA | Mar 2024 - Current | < 1 |
| Jeffrey Haupts Insurance Agency | Eagle Grove, IA | May 2022 - Current | 1 |
| State Farm Vp Management Corp | Eagle Grove, IA | May 2022 - Current | 1 |
| Jeffrey Haupts Insurance Agency | Fort Dodge, IA | May 2014 - Current | 9 |
| State Farm Vp Management Corp | Fort Dodge, IA | May 2014 - Current | 9 |
| State Farm Investment Management Corp. | Fort Dodge, IA | Aug 2018 - Jun 2019 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2012 |
- IA
- MN
-
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
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