Mitchell Velgersdyk (CRD# 6556284) is an Investment Advisor Representative working at State Farm Investment Management Corp. in New Brighton, MN and has 1 year of experience in the finance industry.
CRD# 5074435
Lpl Financial LLC
CRD# 2968288
Rbc Capital Markets, LLC
CRD# 860173
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | New Brighton, MN | Apr 2023 - Current | 1 |
| State Farm Vp Management Corp | New Brighton, MN | Jan 2023 - Current | 1 |
| Amy Wakem Insurance Agency | New Brighton, MN | Sep 2021 - Current | 2 |
| State Farm Vp Management Corp. | Coon Rapids, MN | Oct 2019 - Sep 2021 | 1 |
| Kevin Vote Insurance Agency | Coon Rapids, MN | Jan 2018 - Sep 2021 | 3 |
| Securian Financial Services, Inc. | St. Paul, MN | Jul 2016 - Dec 2017 | 1 |
| Cri Securities, LLC | St. Paul, MN | Jul 2016 - Dec 2017 | 1 |
| Minnesota Life Insurance Company | St. Paul, MN | Jul 2016 - Dec 2017 | 1 |
| North Star Resource Group | Minneapolis, MN | Jul 2016 - Dec 2017 | 1 |
| Securian Financial Services, Inc. | St. Paul, MN | Sep 2015 - Jun 2016 | < 1 |
| North Star Resource Group | Minneapolis, MN | Sep 2015 - Jun 2016 | < 1 |
| University Of St. Thomas | St. Paul, MN | Sep 2013 - May 2016 | 2 |
| At Home Apartments | Minneapolis, MN | May 2015 - Sep 2015 | < 1 |
| Anchor Glass Container | Shakopee, MN | May 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
| S63 | Uniform Securities State Law Examination | Dec 2022 |
- MN
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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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
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