Zachary Heuring, financial advisor Audubon MN

Zachary Heuring

CRD Number: 6626666
Current Firm: State Farm Investment Management Corp.

Zachary Heuring (CRD# 6626666) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Audubon, MN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
State Farm Investment Management Corp. Audubon, MN Oct 2021 - Current 2
State Farm Insurance Audubon, MN Oct 2021 - Current 2
State Farm Vp Management Corp Audubon, MN Oct 2021 - Current 2
State Farm Investment Management Corp. Moorhead, MN Jan 2021 - Oct 2021 < 1
State Farm Vp Management Corp Moorhead, MN Aug 2020 - Oct 2021 1
State Farm Insurance Moorhead, MN Aug 2020 - Oct 2021 1
State Farm Vp Management Corp Moorhead, MN Oct 2019 - Jul 2020 < 1
Zack Heuring Insurance Agency Moorhead, MN Jun 2018 - Jul 2020 2
State Farm Insurance Richardson, TX Feb 2018 - Jun 2018 < 1
State Farm Vp Management Corp Cambridge, MN Mar 2016 - Jun 2018 2
Chuck Swenson Insurance Agency Cambridge, MN Sep 2014 - Feb 2018 3
Volt Workforce Solutions New Brighton, MN Jun 2014 - Sep 2014 < 1
Concordia College- Residents Life Moorhead, MN May 2012 - May 2014 2
Concordia College- Student Moorhead, MN Sep 2011 - May 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2019
S65 NASAA Investment Advisors Law Examination Jan 2021
Contact Info for Zachary D. Heuring
Phone Number: 800-447-0740
Registered State(s):
  • MN
  • ND
  • WI
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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