Rodney Lizak, financial advisor Marquette MI

Rodney Lizak

CRD Number: 2903615
Current Firm: State Farm Investment Management Corp.

Rodney Lizak (CRD# 2903615) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Marquette, MI and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
State Farm Investment Management Corp Marquette, MI Aug 2018 - Current 3
Rod Lizak Insurance Agency Marquette, MI Apr 2000 - Current 21
State Farm Vp Management Corp. Marquette, MI Apr 1999 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2000
S65 NASAA Investment Advisors Law Examination Mar 2019
Contact Info for Rodney R. Lizak
Phone Number: 800-447-0740
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    9,674
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,418,560,162
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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