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 15 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||8|
|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
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