Diamond WheelerCRD Number: 2982006
Current Firm: State Farm Investment Management Corp.
Diamond Wheeler (CRD# 2982006) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Saint Louis, MO and has over 15 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Wade Wheeler Insurance Agency||Webster Groves, MO||Aug 2014 - Current||2|
|State Farm Vp Management Corp||Webster Groves, MO||Aug 2014 - Current||2|
|State Farm Investment Management Corp.||St. Louis, MO||Jan 2012 - Current||5|
|Wade Wheeler Insurance Agency||St. Louis, MO||Jan 2012 - Aug 2014||2|
|State Farm Vp Management Corp.||St. Louis, MO||Jan 2012 - Aug 2014||2|
|State Farm Investment Management Corp||Dexter, MO||Jul 2009 - Dec 2011||2|
|Diamond Wheeler Insurance Agency||Dexter, MO||Jul 2006 - Dec 2011||5|
|State Farm Vp Management Corp||Dexter, MO||Jul 2006 - Dec 2011||5|
|State Farm Investment Management Corp||Dexter, MO||Jul 2006 - Dec 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2002|
Total Assets Under Management20,243MILLIONS
Total Number of Accounts28ACCOUNTS
Average Account Value$722,957,698
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV