David Linder (CRD# 7267721) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Dewitt, IA and has 1 year of experience in the finance industry.
CRD# 5419183
Ameriprise Financial Services, LLC
CRD# 4397919
Ubs Financial Services Inc.
CRD# 4230601
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | De Witt, IA | Jan 2024 - Current | < 1 |
| State Farm Vp Management Corp. | De Witt, IA | Jul 2020 - Current | 3 |
| David Linder Insurance Agency | De Witt, IA | Jan 2020 - Current | 4 |
| State Farm | Wilton, IA | Jul 2019 - Dec 2019 | < 1 |
| Chad Burtch State Farm | Iowa City, IA | Feb 2016 - Jul 2019 | 3 |
| Menards | Muscatine, IA | Apr 2015 - May 2016 | 1 |
| Subway | Moscow, IA | Feb 2013 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
| S63 | Uniform Securities State Law Examination | Jan 2024 |
- IL
- IA
-
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
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