Adam Prell (CRD# 4882468) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sparta, WI and has over 19 years of experience in the finance industry.
CRD# 5341508
Ameriprise Financial Services, LLC
CRD# 6378560
Robert W. Baird & Company Incorporated
CRD# 2922398
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Insurance | Sparta, WI | Mar 2024 - Current | < 1 |
| State Farm Vp Management Corp | Sparta, WI | Mar 2024 - Current | < 1 |
| State Farm Investment Management Corp | Sparta, WI | Mar 2024 - Current | < 1 |
| State Farm Vp Management Corp | Altoona, WI | Jun 2016 - Mar 2024 | 7 |
| State Farm Insurance | Altoona, WI | Jun 2016 - Mar 2024 | 7 |
| State Farm Investment Management Corp. | Altoona, WI | Aug 2018 - Jun 2019 | < 1 |
| State Farm Insurance | Waunakee, WI | Jan 2015 - Jun 2016 | 1 |
| State Farm Vp Management Corp | Waunakee, WI | Jan 2015 - Jun 2016 | 1 |
| Adam Prell Insurance Agency | Madison, WI | Aug 2005 - Dec 2014 | 9 |
| State Farm Vp Management Corp | Madison, WI | Aug 2005 - Dec 2014 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2004 |
- WI
-
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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