Timothy Werwie (CRD# 6463289) is an Investment Advisor Representative working at State Farm Investment Management Corp. in East Troy, WI and has over 9 years of experience in the finance industry.
CRD# 4006980
Lpl Financial LLC
CRD# 6609021
Drake & Associates, LLC
CRD# 6275204
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | East Troy, WI | Aug 2023 - Current | < 1 |
| State Farm Vp Management Corp | East Troy, WI | Dec 2021 - Current | 2 |
| Tim Werwie Insurance Agency | East Troy, WI | Nov 2015 - Current | 8 |
| State Farm Vp Management Corp. | East Troy, WI | Nov 2015 - Oct 2020 | 4 |
| State Farm Investment Management Corp | East Troy, WI | Aug 2018 - Jun 2019 | < 1 |
| State Farm Insurance Company | Elkhorn, WI | Mar 2015 - Nov 2015 | < 1 |
| State Farm Vp Management Corp | Elkhorn, WI | Mar 2015 - Nov 2015 | < 1 |
| Kohl's Department Stores | Kenosha, WI | Feb 2012 - Mar 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2015 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IL
- 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")
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