Dylan Woodruff (CRD# 7652916) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Milford, OH and has 1 year of experience in the finance industry.
CRD# 1210661
Cambridge Investment Research Advisors, Inc.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
State Farm Investment Management Corp | Milford, OH | Apr 2023 - Current | 1 |
State Farm Insurance | Milford, OH | Mar 2023 - Current | 1 |
State Farm Vp Management Corp | Milford, OH | Mar 2023 - Current | 1 |
State Farm Vp Management Corp. | Cincinnati, OH | Oct 2022 - Mar 2023 | < 1 |
Alison Taylor Insurance Agency | Cincinnati, OH | Nov 2018 - Mar 2023 | 4 |
Full Time Education | Highland Heights, KY | Aug 2017 - May 2020 | 2 |
Pete Gross State Farm Insurance Agency | Cincinnati, OH | Feb 2018 - Nov 2018 | < 1 |
Ohio Department Of Natural Resources | Cincinnati, OH | Apr 2017 - Aug 2017 | < 1 |
Unemployed | Cincinnati, OH | Oct 2012 - Apr 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2023 |
S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
- IN
- KY
- OH
-
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.