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William Mahlik, financial advisor Fond Du Lac WI

William Mahlik

CRD Number: 3017015
Current Firm: State Farm Investment Management Corp.

William Mahlik (CRD# 3017015) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Fond Du Lac, WI and has over 23 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
State Farm Investment Management Corp. Fond Du Lac, WI Aug 2018 - Current 5
State Farm Vp Management Corp. Fond Du Lac, WI Feb 1998 - Current 26
William Mahlik Insurance Agency Fond Du Lac, WI Sep 1991 - Current 32
State Farm Investment Management Corp. Fond Du Lac, WI Aug 2010 - Mar 2017 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2000
Contact Info for William R. Mahlik
Phone Number: 800-447-0740
Registered State(s):
  • 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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