Dane Allen (CRD# 6275204) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sussex, WI and has over 10 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp. | Sussex, WI | Aug 2018 - Current | 5 |
| Dane Allen Insurance Agency | Sussex, WI | Sep 2014 - Current | 9 |
| State Farm Vp Management Corp | Sussex, WI | Jul 2014 - Current | 9 |
| State Farm Insurance | Sussex, WI | Jul 2014 - Aug 2014 | < 1 |
| State Farm Vp Management Corp | Shorewood, WI | Dec 2013 - Jul 2014 | < 1 |
| State Farm Insurance | Shorewood, WI | Nov 2013 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2013 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2018 |
- IL
- MI
- MN
- WI
-
Total Assets Under Management10,165MILLIONS
-
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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