Adam Andersen (CRD# 5977702) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Plattsmouth, NE and has over 12 years of experience in the finance industry.
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
CRD# 4758589
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp. | Plattsmouth, NE | Oct 2018 - Current | 5 |
| State Farm Insurance | Plattsmouth, NE | Jan 2017 - Current | 7 |
| State Farm Vp Management Corp | Plattsmouth, NE | Jan 2017 - Current | 7 |
| Adam Andersen Insurance Agency | Toledo, IA | May 2012 - Jan 2017 | 4 |
| State Farm Vp Management Corp | Toledo, IA | May 2012 - Jan 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2011 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2018 |
- IA
- NE
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
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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