Robert Boerner (CRD# 6598697) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Midland, MI and has over 8 years of experience in the finance industry.
CRD# 1031068
Cwm, LLC
CRD# 5184145
Raymond James & Associates, Inc.
CRD# 3160022
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Midland, MI | Oct 2023 - Current | < 1 |
| State Farm Vp Management Corp. | Midland, MI | Jun 2018 - Current | 5 |
| Robert Boerner Insurance Agency | Midland, MI | May 2017 - Current | 7 |
| State Farm Insurance | Bloomington, IL | Dec 2016 - Apr 2017 | < 1 |
| State Farm Vp Management Corp. | Bay City, MI | Jan 2016 - Dec 2016 | < 1 |
| Thomas C Campbell Insurance Agency | Bay City, MI | Mar 2015 - Dec 2016 | 1 |
| Garber Chevrolet | Midland, MI | Nov 2011 - Jan 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2016 |
- MI
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.