Russ Wimmer, financial advisor Medford OR

Russ Wimmer

CRD Number: 5340247
Current Firm: State Farm Investment Management Corp.

Russ Wimmer (CRD# 5340247) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Medford, OR and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
State Farm Investment Management Corp Medford, OR Apr 2022 - Current 2
Russ Wimmer Insurance Agency Medford, OR Mar 2008 - Current 16
State Farm Vp Management Corp Medford, OR May 2007 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2007
S65 NASAA Investment Advisors Law Examination Apr 2022
Contact Info for Russ Wimmer
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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