Wyatt Rancourt (CRD# 7535049) is an Investment Advisor Representative working at State Farm Investment Management Corp. in North Miami, FL and has over 2 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wyatt Rancourt Insurance Agency | North Miami, FL | Feb 2023 - Current | 1 |
| State Farm Investment Management Corp | North Miami, FL | Feb 2023 - Current | 1 |
| State Farm Vp Management Corp | North Miami, FL | Feb 2023 - Current | 1 |
| State Farm Insurance | Fort Lauderdale, FL | Sep 2022 - Feb 2023 | < 1 |
| State Farm Vp Management Corp | Fort Lauderdale, FL | Sep 2022 - Feb 2023 | < 1 |
| State Farm Investment Management Corp | Fort Lauderdale, FL | Sep 2022 - Feb 2023 | < 1 |
| State Farm Vp Managment Corp | North Miami Beach, FL | Apr 2022 - Sep 2022 | < 1 |
| Robert Nava Insurance Agency | North Miami Beach, FL | Sep 2021 - Sep 2022 | 1 |
| Us Army | Ft. Jackson, SC | Sep 2021 - Mar 2022 | < 1 |
| Hagerty Consulting | Ponte Vedra Beach, FL | May 2020 - Sep 2021 | 1 |
| Student | Tallahassee, FL | Jan 2012 - May 2020 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2021 |
- FL
-
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.