Scott Trautman (CRD# 5469297) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Spirit Lake, IA and has over 16 years of experience in the finance industry.
CRD# 2240788
Ameriprise Financial Services, LLC
CRD# 3050508
Thrivent Investment Management Inc.
CRD# 2525091
Royal Fund Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
State Farm Investment Management Corp | Spirit Lake, IA | Aug 2018 - Current | 5 |
Scott Trautman Insurance Agency | Spirit Lake, IA | Aug 2008 - Current | 15 |
State Farm Vp Management Corp. | Spirit Lake, IA | May 2008 - Current | 16 |
Scott Trautman Insurance Agency | Sheldon, IA | Apr 2022 - Jan 2023 | < 1 |
State Farm Vp Management Corp | Sheldon, IA | Apr 2022 - Jan 2023 | < 1 |
Scott Trautman Insurance Agency | Specner, IA | Jan 2016 - Oct 2017 | 1 |
State Farm Vp Management Corp | Specner, IA | Jan 2016 - Oct 2017 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2008 |
S65 | NASAA Investment Advisors Law Examination | Feb 2019 |
- IL
- IA
- MN
- NE
- SD
-
Total Assets Under Management10,165MILLIONS
-
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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