Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Lynn Wakem is a registered investment advisor representative at State Farm Investment Management Corp., based in White Bear Lake, MN. Amy is a licensed investment advisor representative in Minnesota, Nevada, Washington and Wisconsin. Amy has been in the financial services industry for over 20 years and is dedicated to helping clients achieve their financial goals.
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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MN
06/08/2023 - Present
State Farm Investment Management Corp. (White Bear Lake MN)
IA
Issued 05/25/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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