Unclaimed
Cindy Bernzott is an Investment Advisor Representative with State Farm Investment Management Corp. Cindy is registered in Indiana and Ohio. Cindy has been working in the securities industry since 2007. Cindy has a Series 6 and a Series 63 license and has earned the Chartered Financial Consultant designation. Cindy is a member of the St. Gabriel Catholic Church finance committee. Cindy is an owner of a State Farm Insurance Agency and is an employee of Greenbriar Golf 244 LLC and Carl Heck Farms, Inc. Cindy is also a board member of the Reid Hospital Foundation.
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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IN
05/12/2023 - Present
State Farm Investment Management Corp. (Connersville IN)
BC
Issued 11/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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