Unclaimed
Bradley Louis Rehfeldt is an investment advisor representative at State Farm Investment Management Corp. Bradley is registered with the state of Iowa, Minnesota, and South Dakota. Bradley has been in the industry for less than a year and holds licenses for Series 63, 65, 6TO, and SIE. Bradley's firm, State Farm Investment Management Corp. manages approximately $10,164,536,171 in assets. Bradley is an investment-related owner of Brad Rehfeldt Insurance Agency. He also partners in Rehson LLC and RA Mobile LLC.
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
07/01/2024 - Present
State Farm Investment Management Corp. (Sioux Falls SD)
BC
Issued 07/19/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/07/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/18/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
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