Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Holtquist is an investment advisor representative at State Farm Investment Management Corp.. Adam is registered in Minnesota, Nebraska, North Dakota and South Dakota. Adam has been in the securities industry since May 2016. Adam has licenses for securities including Series 6, Series 63, and Series 65. Adam has also passed the Securities Industry Essentials Exam (SIE).
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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SD
04/28/2023 - Present
State Farm Investment Management Corp. (Brookings SD)
IL
10/27/2014 - 05/11/2017
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 04/24/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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