Unclaimed
Aaron Hatanpa is an investment advisor representative with State Farm Investment Management Corp. Aaron has been in the industry since 1997. Aaron has a Series 6, Series 7 and Series 63 securities license and a Series 65 Investment Advisor license. Aaron is registered to provide investment advice in Iowa, Minnesota, South Dakota and Wisconsin.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
MN
05/01/2023 - Present
State Farm Investment Management Corp. (Lake Crystal MN)
MN
12/20/1997 - 12/24/1999
PROTECTIVE GROUP SECURITIES CORPORATION (MINNEAPOLIS MN)
MN
08/17/1995 - 10/15/1996
PROTECTIVE GROUP SECURITIES CORPORATION (MINNEAPOLIS MN)
IA
Issued 06/27/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/16/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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