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David Mader

State Farm Investment Management CORP.
20 Years of Experience
Neenah, WI
BrokerSells Insurance
View SEC Summary
View SEC Summary

David Mader is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Neenah, WI, with 20 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,575 clients with $13B in assets under management.

State Farm Investment Management CORP.
Compensation
Fee-Only (% of Portfolio)
Firm Size
7097 advisors
Number of Clients
3,575 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$15K
Investment management only (planning not offered)
Minimum Annual Fee:$180
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $500K1.00%
$500K - $1.0M0.75%
$1M+0.50%

Customized fees may be negotiated for total account values of $10,000,000 or more. Certain fee reductions apply for employees and accounts funded from specific previously established brokerage accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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View Full SEC Brochure

Location

1065 S Lake St, Neenah, WI, 54956

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

David is a partner in Mader/Neenah Real Estate, LLC since 2008 and a member of the Neenah Rotary Club since 2020. He is also the owner of Dave Mader Insurance Agency since 2004, spending about half his time servicing customers and supervising employees.

Employment History
Current Registrations
State Farm Investment Management CORP.
November 2018 - Present · 7 yrs 11 mos
State Farm Vp Management CORP.Broker
November 2018 - Present · 7 yrs 11 mos
Previous Registrations
State Farm Vp Management CORP.Broker
August 2004 - September 2017 · 13 yrs 1 mo
State Registrations6 states
CAIAILMIMNWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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