Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Waldner is an investment advisor representative who is registered with State Farm Investment Management Corp. Adam Waldner's primary business is the management of individual and investment company portfolios. The individual's primary focus is on investment management for individuals and investment companies. The individual has been in the industry since 2018, and has licenses in the state of Indiana, Kentucky, Ohio, and Virginia. Adam Waldner is also an insurance agent and is licensed to sell insurance in the state of Kentucky.
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.
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2
KY
10/26/2023 - Present
State Farm Investment Management Corp. (Louisville KY)
IA
Issued 01/03/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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