Laureen YungmeyerCRD Number: 4526957
Current Firm: State Farm Investment Management Corp.
Laureen Yungmeyer (CRD# 4526957) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Santa Cruz, CA and has over 14 years of experience in the finance industry.
Opes Advisors, Inc.
Moneywise Financial Advisors
Nexus Wealth Advisors, LLC
|State Farm Investment Management Corp||Santa Cruz, CA||Jul 2009 - Current||7|
|Laureen Yungmeyer Insurance Agency||Santa Cruz, CA||Feb 2007 - Current||10|
|State Farm Vp Management Corp.||Santa Cruz, CA||Feb 2007 - Current||10|
|State Farm Investment Management Corp||Santa Cruz, CA||Aug 2007 - Dec 2008||1|
|State Farm Vp Management Corp||Monterey, CA||Mar 2006 - Jan 2007||< 1|
|State Farm Insurance||Monterey, CA||Mar 2006 - Jan 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.