Steven Paddock, financial advisor Kenosha WI

Steven Paddock

CRD Number: 6245513
Current Firm: State Farm Investment Management Corp.

Steven Paddock (CRD# 6245513) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Kenosha, WI and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
State Farm Investment Management Corp. Oak Creek, WI Mar 2021 - Current 3
State Farm Investment Management Corp. Kenosha, WI Mar 2021 - Current 3
Steve Paddock Insurance Agency Oak Creek, WI Apr 2019 - Current 5
State Farm Vp Managment Corp. Oak Creek, WI Apr 2019 - Current 5
Steve Paddock Insurance Agency Kenosha, WI Oct 2014 - Current 9
State Farm Vp Management Corp Kenosha, WI Oct 2014 - Current 9
State Farm Investment Management Corp Kenosha, WI Oct 2018 - Jun 2019 < 1
State Farm Vp Management Corp. Paddock Lake, WI Sep 2013 - Oct 2014 1
State Farm Insurance Paddock Lake, WI Aug 2013 - Sep 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2013
S65 NASAA Investment Advisors Law Examination Mar 2021
Contact Info for Steven R. Paddock
Phone Number: 800-447-0740
Registered State(s):
  • IL
  • 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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