Mark Putvin, financial advisor Albion MI

Mark Putvin

CRD Number: 2336670
Current Firm: State Farm Investment Management Corp.

Mark Putvin (CRD# 2336670) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Albion, MI and has over 30 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
State Farm Investment Management Corp Albion, MI Aug 2018 - Current 5
Mark Putvin Insurance Agency Albion, MI Oct 2004 - Current 19
State Farm Vp Management Corp Albion, MI Oct 2004 - Current 19
State Farm Insurance Battle Creek, MI Mar 2004 - Current 20
State Farm Vp Management Corp Battle Creek, MI Mar 2004 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1993
S65 NASAA Investment Advisors Law Examination Jul 2001
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Mark S. Putvin
Phone Number: 800-447-0740
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
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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