Joseph Gill, financial advisor Monroe MI

Joseph Gill

CRD Number: 4398191
Current Firm: State Farm Investment Management Corp.

Joseph Gill (CRD# 4398191) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Monroe, MI and has over 22 years of experience in the finance industry.

Similar Advisors
Phillip Bollin, financial advisor Monroe MI
Phillip Bollin
CRD# 4537321
Bollin Wealth Management, LLC
Similar Advisors
David Abalos, financial advisor Monroe MI
David M. Abalos
CRD# 3016364
Edward Jones
Similar Advisors
Nicholas Abalos, financial advisor Monroe MI
Nicholas D. Abalos
CRD# 6107473
Edward Jones
Company Name Location Dates Years
State Farm Investment Management Corp. Monroe, MI Jun 2021 - Current 2
Joe Gill Insurance Agency Monroe, MI Jan 2012 - Current 12
State Farm Vp Management Corp. Monroe, MI Jan 2012 - Current 12
Pre-paid Legal Services Ottawa Lake, MI Sep 1998 - Current 25
Gill Performance Horses Ottawa Lake, MI Sep 1994 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2001
S65 NASAA Investment Advisors Law Examination Apr 2021
Contact Info for Joseph D. Gill
Phone Number: 800-447-0740
Registered State(s):
  • MI
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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.