James Dietzen (CRD# 4560015) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Mount Horeb, WI and has over 21 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 4582706
Trustage Investment Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Mount Horeb, WI | May 2023 - Current | < 1 |
| State Farm Investment Management Corp | Cross Plains, WI | May 2023 - Current | < 1 |
| State Farm Investment Management Corp. | Mount Horeb, WI | Apr 2019 - Current | 5 |
| State Farm Investment Management Corp. | Cross Plaines, WI | Apr 2019 - Current | 5 |
| James Dietzen Insurance Agency | Cross Plains, WI | Dec 2015 - Current | 8 |
| State Farm Vp Management Corp. | Cross Plains, WI | Dec 2015 - Current | 8 |
| James Dietzen Insurance Agency | Mount Horeb, WI | Jan 2009 - Current | 15 |
| State Farm Vp Management Corp. | Mount Horeb, WI | Oct 2005 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2002 |
- WI
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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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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