Bryan Helgeson (CRD# 6382771) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Holmen, WI and has over 9 years of experience in the finance industry.
CRD# 5341508
Ameriprise Financial Services, LLC
CRD# 6378560
Robert W. Baird & Company Incorporated
CRD# 2922398
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Holmen, WI | Dec 2022 - Current | 1 |
| Bryan Helgeson Insurance Agency | Holmen, WI | Apr 2015 - Current | 9 |
| State Farm Vp Management Corp. | Holmen, WI | Aug 2014 - Current | 9 |
| State Farm Insurance | Holmen, WI | Aug 2014 - Mar 2015 | < 1 |
| Citizens State Bank | La Crosse, WI | Jun 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2014 |
- MN
- WI
-
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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