Mitchell Ratzlaff, financial advisor Lincoln City OR

Mitchell Ratzlaff

CRD Number: 4710365
Current Firm: State Farm Investment Management Corp.

Mitchell Ratzlaff (CRD# 4710365) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lincoln City, OR and has over 20 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Tasp - Mitchell Ratzlaff Insurance Agency Lincoln City, OR Apr 2024 - Current < 1
Tasp - State Farm Investment Management Corp Lincoln City, OR Apr 2024 - Current < 1
Tasp - State Farm Vp Management Corp Lincoln City, OR Apr 2024 - Current < 1
State Farm Investment Management Corp Dallas, OR Aug 2023 - Current < 1
State Farm Vp Management Corp Dallas, OR Dec 2004 - Current 19
Mitchell Ratzlaff Insurance Agency Dallas, OR Dec 2004 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2003
Contact Info for Mitchell G. Ratzlaff
Phone Number: 800-447-0740
Registered State(s):
  • OR
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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