Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin Charlson is a registered investment advisor representative with State Farm Investment Management Corp. Colin is licensed in Iowa, Minnesota, North Dakota, South Dakota, and Wisconsin. Colin obtained his Series 63 license in 2009 and has been in the industry for over 14 years. Colin also holds a Series 6 and SIE license. Colin is a partner in Hadley 5 partnership, LLC, and the owner of Colin Charlson’s Insurance Agency. Colin also serves on the boards of Winona State Football Players Association, Westonka Public Schools, and Four C’s Equity LLC. Colin specializes in investment management for individuals and investment companies.
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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MN
05/11/2023 - Present
State Farm Investment Management Corp. (Mound MN)
IA
Issued 05/08/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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