James Lugge, financial advisor Stoughton WI

James Lugge

CRD Number: 3012977
Current Firm: State Farm Investment Management Corp.

James Lugge (CRD# 3012977) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Stoughton, WI and has over 21 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
State Farm Investment Management Corp. Stoughton, WI Aug 2019 - Current 2
State Farm Vp Management Corp. Stoughton, WI Aug 2017 - Current 4
State Farm Insurance Stoughton, WI Aug 2017 - Current 4
State Farm Investment Management Corp. Stoughton, WI Aug 2018 - Jun 2019 < 1
State Farm Vp Management Corp. Verona, WI Apr 2013 - Aug 2017 4
State Farm Insurance Verona, WI Apr 2013 - Aug 2017 4
State Farm Insurance Pewaukee, WI Mar 2013 - Apr 2013 < 1
State Farm Vp Management Corp. Pewaukee, WI Mar 2013 - Apr 2013 < 1
State Farm Insurance Brookfield, WI Jul 2006 - Mar 2013 6
State Farm Vp Management Corp. Brookfield, WI Jul 2006 - Mar 2013 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for James S. Lugge
Phone Number: 800-447-0740
Registered State(s):
  • IL
  • IA
  • MN
  • WI
By the Numbers
  • Total Assets Under Management
    9,674
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,418,560,162
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

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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