Isaih Levengood (CRD# 7582426) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Windsor, CO and has 1 year of experience in the finance industry.
CRD# 6262403
Raymond James & Associates, Inc.
CRD# 2896350
Ubs Financial Services Inc.
CRD# 5790901
Wells Fargo Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
State Farm Insurance | Windsor, CO | Dec 2023 - Current | < 1 |
State Farm Vp Management Corp. | Windsor, CO | Dec 2023 - Current | < 1 |
State Farm Investment Management Corp | Windsor, CO | Dec 2023 - Current | < 1 |
State Farm Investment Management Corp | Littleton, CO | Mar 2023 - Dec 2023 | < 1 |
State Farm Vp Managment Corp | Littleton, CO | Jun 2022 - Dec 2023 | 1 |
Matt Lolley Insurance Agency | Littleton, CO | Nov 2019 - Dec 2023 | 4 |
Eca Holdings, LLC | Denver, CO | Jun 2019 - Nov 2019 | < 1 |
Self Employed Livery Driver (uber/lyft) | Littleton, CO | May 2019 - Jun 2019 | < 1 |
Scott Hoery: Allstate Insurance | Littleton, CO | Dec 2018 - Apr 2019 | < 1 |
Compass Tax Group, LLC | Broomfield, CO | Oct 2018 - Dec 2018 | < 1 |
Zack Miller State Farm Insurance Agency | Westminster, CO | Apr 2017 - Sep 2018 | 1 |
Downtown Denver Events Inc. | Denver, CO | Sep 2016 - Oct 2017 | 1 |
Pinnacle Workforce | Aurora, CO | Mar 2017 - Apr 2017 | < 1 |
Live Nation Wordlwide Inc. | Denver, CO | Sep 2016 - Apr 2017 | < 1 |
Global Spectrum LP | Loveland, CO | Jan 2017 - Feb 2017 | < 1 |
Freeman Expositions Inc. | Denver, CO | Sep 2016 - Dec 2016 | < 1 |
Lmd Productions Inc. | Denver, CO | Apr 2016 - Dec 2016 | < 1 |
Insurance Only Express | Littleton, CO | Jun 2016 - Jul 2016 | < 1 |
Pinnacle Workforce | Aurora, CO | Jan 2016 - Apr 2016 | < 1 |
Walgreens | Aurora, CO | Sep 2015 - Dec 2015 | < 1 |
The Life Insurance Center LLC | Littleton, CO | Jun 2015 - Aug 2015 | < 1 |
Sunshine Building Maintenance Inc. | Lakewood, CO | May 2015 - Jun 2015 | < 1 |
Health Choice One, Inc. | Centennial, CO | Apr 2014 - May 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CO
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.