Matthew Zumdahl (CRD# 7822864) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Freeport, IL and has 1 year of experience in the finance industry.
CRD# 2088227
Cetera Investment Advisers LLC
CRD# 6593585
Thrivent Investment Management Inc.
CRD# 6601416
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Vp Management Corp. | Freeport, IL | Oct 2023 - Current | < 1 |
| Matthew Zumdahl Insurance Agency | Freeport, IL | May 2022 - Current | 2 |
| State Farm Insurance | Freeport, IL | Dec 2021 - Apr 2022 | < 1 |
| Unemployed | Lanark, IL | May 2021 - Dec 2021 | < 1 |
| Exchange State Bank | Lanark, IL | Aug 2009 - May 2021 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
| S63 | Uniform Securities State Law Examination | Feb 2024 |
- IL
- WI
-
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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