Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Cowan is a financial advisor and investment advisor representative at State Farm Investment Management Corp. Brian has been in the financial industry since 2003 and is registered with the state of Wisconsin. Brian holds the Series 6, Series 63, and Series 65 licenses. Brian also has experience in insurance through Brian T Cowan Insurance Agency. Brian is a dedicated financial advisor, focused on assisting individuals and investment companies with their financial planning needs.
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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WI
02/16/2021 - Present
State Farm Investment Management Corp. (Watertown WI)
IA
Issued 01/28/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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