Jeffrey Holthaus (CRD# 4329446) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Tomah, WI and has over 23 years of experience in the finance industry.
CRD# 2176188
Equitable Advisors, LLC
CRD# 4925099
Edward Jones
CRD# 3051227
Mbe Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Tomah, WI | Sep 2023 - Current | < 1 |
| State Farm Investment Management Corp | Neillsville, WI | Sep 2023 - Current | < 1 |
| Jeffrey Holthaus Insurance Agency | Neillsville, WI | Jan 2022 - Current | 2 |
| State Farm Vp Management Corp | Neillsville, WI | Jan 2022 - Current | 2 |
| Jeffrey Holthaus Insurance Agency | Tomah, WI | Jul 2001 - Current | 22 |
| State Farm Vp Management Corp | Tomah, WI | Jan 2001 - Current | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2001 |
- IL
- IA
- 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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