Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Allan Kingery is an investment advisor representative for State Farm Investment Management Corp. Chad has been in the industry since 2009 and is registered to provide investment advisory services in Ohio. Chad is also registered with FINRA as a registered representative and has been working with State Farm VP Management Corp. and Chad Kingery Insurance Agency since 2014. Chad has a variety of product and state licenses. Chad's firm manages over 10 billion dollars in assets and serves investment companies and individuals.
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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2
OH
05/19/2023 - Present
State Farm Investment Management Corp. (Mansfield OH)
OH
07/07/2009 - 12/17/2009
EDWARD JONES (MANSFIELD OH)
IA
Issued 05/19/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/18/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/06/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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