ChooseAFinancialAdvisor.com
Advisors / Iowa / DeWitt
3yrs

David Linder

Financial advisor at State Farm Investment Management

David Linder is a fiduciary financial advisor in DeWitt, Iowa, with 3 years in the industry. David joined State Farm Investment Management in 2024, a firm offering investment management. The firm is paid through a percentage of assets.

One of 3 advisors with offices in DeWitt, and one of 2 fiduciaries.

DeWitt, IA 52742Fiduciary advisor
Call State Farm Investment ManagementDirections

At a glance

Experience3 years (since 2023)
How that compares ?3 years in the industry
Office1133 11th St, DeWitt, IA 52742
How the firm is paid ?Percent of assets
Typical client at the firm ?$133,928
Advisors at the firm7,113
States licensed ?1 state

Services through State Farm Investment Management

Investment management for individuals and small businessesManaging mutual funds

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2024 – now

Contact David

(800) 447-0740Firm headquarters in Bloomington, IL. Ask for David. 1133 11th St
DeWitt, IA 52742Office · Get directions

Is this you? Claim your free profile to add a direct line, email, photo, and specialties.

Questions to ask David

Tailored to David’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About David

How do I contact David?

Call State Farm Investment Management at (800) 447-0740 and ask for David Linder. David works from the DeWitt, IA office.

How long has David been a financial advisor?

David has been in the industry since 2023, about 3 years. 3 years in the industry.

What licenses does David hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is David a fiduciary?

David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is David paid?

State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask David for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.