Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brock? Claim Your ProfileBrock Richard Whitmore is an investment advisor representative with State Farm Investment Management Corp. Brock has been in the financial services industry since August 2009 and has been registered with the firm since July 2011. Brock is licensed in Colorado and Kansas. Brock is also a licensed insurance agent with Brock Whitmore's Insurance Agency. The firm has a total of 4 accounts under management and 1 client.
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.
1
2
KS
06/22/2020 - Present
State Farm Investment Management Corp. (Hays KS)
IL
08/27/2009 - 02/09/2010
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 06/16/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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