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Samuel Hennemann

9 Years of Experience
Victoria, MN
1 DisclosureBrokerSells Insurance

Samuel Hennemann is a registered investment advisor at State Farm Investment Management CORP., based in Victoria, MN, with 9 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,575 clients with $13B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
6693 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)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $500K1.00%
$500K - $1000K0.75%
$1M+0.50%

Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $45 (except as set forth below under “Fee Reductions”). For Accounts that qualify for a reduced Advisory Fee to the lowest Advisory Fee shown on the chart, such Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $18.75.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1495 Stieger Lake Ln, Victoria, MN, 55386

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History

Regulatory History (1)
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Civil Bond
July 2008
Other Business ActivitiesSells Insurance

Samuel is a board member for Ambassadors for Business, a membership organization. He also owns Samuel Hennemann's Insurance Agency, an insurance agency affiliated with State Farm, dedicating about half of his time to it.

Employment History
Current Registrations
State Farm Investment Management CORP.
February 2019 - Present · 7 yrs 3 mos
State Farm Vp Management CORP.
June 2018 - Present · 7 yrs 11 mos
State Farm Vp Management CORP.Broker
June 2018 - Present · 7 yrs 11 mos
Previous Registrations
State Farm Vp Management CORP.Broker
May 2015 - September 2016 · 1 yr 4 mos
State Registrations2 states
MNWI
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.