Sara Schultze (CRD# 5877400) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Henrico, VA and has over 3 years of experience in the finance industry.
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Henrico, VA | Dec 2021 - Current | 2 |
| State Farm Vp Management Corp | Henrico, VA | Dec 2020 - Current | 3 |
| State Farm Insurance | Henrico, VA | Dec 2020 - Current | 3 |
| State Farm Vp Management Corp | Richmond, VA | Oct 2020 - Dec 2020 | < 1 |
| State Farm Insurance | Richmond, VA | Oct 2020 - Dec 2020 | < 1 |
| State Farm Vp Management Corp | Ellicott City, MD | Mar 2020 - Sep 2020 | < 1 |
| State Farm Insurance | Ellicott City, MD | Mar 2020 - Sep 2020 | < 1 |
| State Farm Vp Management Corp | Highland, MD | Mar 2019 - Feb 2020 | < 1 |
| Sara Schultze Insurance Agency | Highland, MD | Nov 2011 - Feb 2020 | 8 |
| State Farm Vp Management Corp | Highland, MD | Nov 2011 - Jan 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2020 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MD
- VA
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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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