Dexter Smith (CRD# 7367996) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sheboygan Falls, WI and has 1 year of experience in the finance industry.
CRD# 4497282
Stifel, Nicolaus & Company, Incorporated
CRD# 2240211
Merit Financial Advisors
CRD# 5791309
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Sheboygan Falls, WI | Mar 2023 - Current | 1 |
| State Farm Vp Management Corp. | Sheboygan Falls, WI | May 2021 - Current | 2 |
| Dexter Smith Insurance Agency | Sheboygan Falls, WI | Jun 2020 - Current | 3 |
| State Farm Insurance | Bloomington, IL | Jan 2020 - May 2020 | < 1 |
| Erik Hosking State Farm Insurance | Little Chute, WI | Sep 2016 - Dec 2019 | 3 |
| University Of Wisconsin Oshkosh | Oshkosh, WI | Aug 2014 - Dec 2018 | 4 |
| Michael Scharff State Farm Insurance | Oshkosh, WI | Jun 2016 - Aug 2016 | < 1 |
| University Of Wisconsin Oshkosh | Oshkosh, WI | Aug 2015 - May 2016 | < 1 |
| Kohler | Kohler, WI | May 2015 - Aug 2015 | < 1 |
| Patsy's Hwy 42 Mobile | Two Rivers, WI | Jun 2014 - Aug 2015 | 1 |
| Two Rivers Public Schools | Two Rivers, WI | Jun 2012 - Jul 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2022 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- WI
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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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