Jacob Dillenburg, financial advisor Monroe WI

Jacob Dillenburg

CRD Number: 6722914
Current Firm: State Farm Investment Management Corp.

Jacob Dillenburg (CRD# 6722914) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Monroe, WI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Jake Dillenburg Insurance Agency Monroe, WI Sep 2022 - Current 1
State Farm Investment Management Corp Monroe, WI Sep 2022 - Current 1
State Farm Vp Management Corp Monroe, WI Sep 2022 - Current 1
State Farm Vp Management Corp. Rockton, IL Apr 2022 - Aug 2022 < 1
State Farm Insurance Rockton, IL Apr 2022 - Aug 2022 < 1
State Farm Investment Management Corp Rockton, IL Apr 2022 - Aug 2022 < 1
State Farm Vp Management Corp Beloit, WI Feb 2020 - Apr 2022 2
Nick Oldenburg Insurance Agency Baloit, WI Nov 2019 - Apr 2022 2
Bravo Pizza Poplar Grove, IL Nov 2011 - Oct 2019 7
Hd Vest Investment Services Rockford, IL May 2017 - Aug 2019 2
Hd Vest Investment Services Rockford, IL Nov 2016 - Aug 2019 2
Mccurdy Tool & Machine Company Caledonia, IL Sep 2014 - Nov 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2019
S66 NASAA Uniform Combined State Law Examination Mar 2022
Contact Info for Jacob A. Dillenburg
Phone Number: 800-447-0740
Registered State(s):
  • IL
  • WI
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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