Stephen Methner, financial advisor Port Angeles WA

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 25 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 Aug 2018 - Current 5
Steve Methner Insurance Agency Port Angeles, WA May 2000 - Current 23
State Farm Vp Management Corp. Port Angeles, WA May 1999 - Current 24
State Farm Investment Management Corp. Port Angeles, WA May 2010 - Mar 2017 6
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
    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

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