Kurt Schmitt (CRD# 2908108) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Richland, MI and has over 23 years of experience in the finance industry.
CRD# 5287793
Huntington Financial Advisors
CRD# 6573407
Lpl Financial LLC
CRD# 6332865
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Richland, MI | Aug 2018 - Current | 5 |
| State Farm Vp Management Corp. | Richland, MI | Mar 2013 - Current | 11 |
| State Farm Insurance | Richland, MI | Mar 2013 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2000 |
- MI
-
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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