Heather
Trudeau
State Farm Investment Management Corp
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About this Advisor
Heather Trudeau is a financial advisor based in Newport, Vermont, working with State Farm Investment Management Corp. Heather has previously held positions at State Farm Insurance, State Farm Vp Management Corp, The Powers Agency, Walmart, Claire'S Cleaning Service, Decker'S Dairy, Dairy Aire Farm, Wright'S Sport Shop, Nelson'S Dairy, Trudeau Dairy, Heather Trudeau Insurance Agency, and State Farm Investment Management Corp. Heather has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Hampshire, New York, and Vermont. Currently, Heather is part of State Farm Investment Management Corp, which operates out of Newport, Vermont. The firm has 17 offices and 150 employees. The firm manages assets totaling $11.3 billion and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for investment companies. The fee structure at State Farm Investment Management Corp is asset-based.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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State Farm Investment Management Corp Brokerage Details
$11,294,815,444
150
38
$297,231,985
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
Heather Trudeau Work History
Heather Trudeau Insurance Agency
State Farm Investment Management Corp
State Farm Vp Management Corp
State Farm Insurance
State Farm Vp Management Corp
The Powers Agency
Walmart
Claire'S Cleaning Service
Decker'S Dairy
Dairy Aire Farm
Wright'S Sport Shop
Nelson'S Dairy
Dairy Aire Farm
Trudeau Dairy
Disclosures
Please visit the SEC profile of Heather Trudeau to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at State Farm Investment Management Corp
League City, TX
Newberg, OR
Ludington, MI
Washington, DC
De Witt, IA
Kansas City, MO
Lake Charles, LA
Summit, NJ
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