Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cody? Claim Your ProfileCody Polzin is a Registered Representative with State Farm Investment Management Corp. Cody has been working in the securities industry since July 15, 2024. Cody has passed the Series 63, Series 65, Series 6TO, and SIE exams. Cody currently works at the State Farm Investment Management Corp. offices in Plymouth and Golden Valley, Minnesota. Cody is also an agent with Kyle Vitense’s Insurance Agency, which is investment-related. In addition to providing investment advisory services, Cody also offers insurance services through State Farm Mutual Automobile Insurance Company and its affiliates.
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
MN
11/06/2024 - Present
State Farm Investment Management Corp. (Plymouth MN)
IA
Issued 08/13/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/12/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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