Stephen Methner, financial advisor Port Angeles WA
96 score

Stephen Methner

CRD Number: 3006840
Current Firm: State Farm Investment Management Corp.

Stephen Methner (CRD# 3006840) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Port Angeles, WA and has over 19 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
State Farm Investment Management Corp Port Angeles, WA May 2010 - Current 8
Steve Methner Ins Agency Inc. Port Angeles, WA May 2000 - Current 18
State Farm Vp Management Corp Port Angeles, WA May 1999 - Current 19
State Farm Investment Management Corp Port Angeles, WA Jul 2004 - Dec 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
Contact Info for Stephen M. Methner
Phone Number: 800-447-0740
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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Clean Record
This advisor has a clean track record with regulators.

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