David Mahlik, financial advisor Valders WI
96 score

David Mahlik

CRD Number: 3016993
Current Firm: State Farm Investment Management Corp.

David Mahlik (CRD# 3016993) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Valders, WI and has over 17 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
State Farm Investment Management Corp Valders, WI Jul 2009 - Current 8
State Farm Vp Management Corp. Valders, WI Feb 1998 - Current 20
David Mahlik Insurance Agency Valders, WI Sep 1977 - Current 40
State Farm Investment Managment Corp Valders, WI Jul 2005 - Dec 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2000
Contact Info for David B. Mahlik
Phone Number: 800-447-0740
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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Clean Record
This advisor has a clean track record with regulators.

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