Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clayton? Claim Your ProfileClayton Sogard is a financial professional with over six years of experience in the industry. Clayton is registered with State Farm Investment Management Corp. and has a Series 63, Series 6TO, and SIE license. Clayton is also a Chartered Financial Consultant. Clayton specializes in providing financial and investment advice to individuals and investment companies. Clayton's current registrations are active in Kansas, Nebraska, and Oklahoma.
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
KS
06/12/2024 - Present
State Farm Investment Management Corp. (Wichita KS)
BC
Issued 12/28/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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