Adam Probst, financial advisor Polson MT

Adam Probst

CRD Number: 7711948
Current Firm: State Farm Investment Management Corp.

Adam Probst (CRD# 7711948) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Polson, MT and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Adam Probst's Insurance Agency Polson, MT Mar 2024 - Current < 1
State Farm Investment Management Corp Polson, MT Mar 2024 - Current < 1
State Farm Vp Management Corp Polson, MT Mar 2024 - Current < 1
State Farm Investment Management Corp Lolo, MT May 2023 - Mar 2024 < 1
State Farm Insurance Lolo, MT Apr 2023 - Mar 2024 < 1
State Farm Vp Management Corp Lolo, MT Apr 2023 - Mar 2024 < 1
State Farm Vp Management Corp Poslon, MT Mar 2023 - Apr 2023 < 1
Matt Downing Insurance Agency Polson, MT Dec 2022 - Apr 2023 < 1
Jeff Andrews Insurance Agency Polson, MT Jul 2019 - Dec 2022 3
Directv At&t Missoula, MT Dec 2009 - Jun 2019 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2023
S65 NASAA Investment Advisors Law Examination May 2023
Contact Info for Adam J. Probst
Phone Number: 800-447-0740
Registered State(s):
  • ID
  • MT
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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