Melissa Smith, financial advisor Neligh NE

Melissa Smith

CRD Number: 6207419
Current Firm: State Farm Investment Management Corp.

Melissa Smith (CRD# 6207419) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Neligh, NE and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Melissa Smith Insurance Agency Plainview, NE Apr 2021 - Current < 1
State Farm Vp Management Corp Plainview, NE Apr 2021 - Current < 1
Melissa Smith Insurance Agency Creighton, NE Apr 2021 - Current < 1
State Farm Vp Management Corp Creighton, NE Apr 2021 - Current < 1
State Farm Investment Management Corp Neligh, NE Aug 2019 - Current 2
Melissa Smith Insurance Agency Neligh, NE Jan 2014 - Current 7
State Farm Vp Management Corp Neligh, NE May 2013 - Current 8
State Farm Insurance Neligh, NE May 2013 - Dec 2013 < 1
Big Red Motorsports Inc. Neligh, NE Jun 2007 - May 2013 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2013
S65 NASAA Investment Advisors Law Examination Aug 2019
Contact Info for Melissa A. Smith
Phone Number: 800-447-0740
Registered State(s):
  • NE
  • SD
By the Numbers
  • Total Assets Under Management
    9,674
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,418,560,162
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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