Matthew Holm (CRD# 5866173) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Geneva, IL and has over 13 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Geneva, IL | Aug 2018 - Current | 5 |
| Matt Holm Insurance Agency | Geneva, IL | May 2014 - Current | 10 |
| State Farm Vp Management Corp | Geneva, IL | May 2014 - Current | 10 |
| State Farm Vp Management Corp. | South Elgin, IL | Oct 2013 - May 2014 | < 1 |
| State Farm Insurance | South Elgin, IL | Sep 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2011 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2019 |
- IL
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Total Assets Under Management10,165MILLIONS
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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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