Joseph Sitzman, financial advisor N. Little Rock AR

Joseph Sitzman

CRD Number: 7436322
Current Firm: State Farm Investment Management Corp.

Joseph Sitzman (CRD# 7436322) is an Investment Advisor Representative working at State Farm Investment Management Corp. in N. Little Rock, AR and has 1 year of experience in the finance industry.

Similar Advisors
Kenneth Adams, financial advisor N. Little Rock AR
Kenneth T. Adams
CRD# 4717379
Raymond James Financial Services Advisors, Inc.
Similar Advisors
Fredrick Adkins, financial advisor N. Little Rock AR
Fredrick E. Adkins
CRD# 874537
The Arkansas Financial Group, Inc.
Similar Advisors
James Alguire, financial advisor N. Little Rock AR
James R. Alguire
CRD# 1883792
Stifel, Nicolaus & Company, Incorporated
Company Name Location Dates Years
Joe Sitzman Insurance Agency N. Little Rock, AR Aug 2023 - Current < 1
State Farm Investment Management Corp N. Little Rock, AR Aug 2023 - Current < 1
State Farm Vp Management Corp N. Little Rock, AR Aug 2023 - Current < 1
State Farm Investment Management Corp Sherwood, AR Mar 2023 - Aug 2023 < 1
State Farm Insurance Company Sherwood, AR Jan 2023 - Aug 2023 < 1
State Farm Vp Management Corp Sherwood, AR Jan 2023 - Aug 2023 < 1
State Farm Vp Management Corp. Louisville, KY Dec 2021 - Jan 2023 1
Greg Haus Insurance Agency Louisville, KY Jul 2018 - Jan 2023 4
Carter Ford Insurance Agency Batesville, AR May 2016 - Jun 2018 2
Lyon College Batesville, AR Aug 2012 - May 2016 3
Amc Dine-in Grapevine Mills 30 Grapevine, TX Jun 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2023
S63 Uniform Securities State Law Examination Jul 2022
Contact Info for Joseph R. Sitzman
Phone Number: 800-447-0740
Registered State(s):
  • AR
  • KY
  • TX
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.