Unclaimed
Conner Grupe is an Investment Advisor Representative at State Farm Investment Management Corp. Conner has been working in the financial services industry since 2014 and is registered with the Securities and Exchange Commission (SEC). Conner is also registered with the state of Minnesota, Iowa, South Dakota, and Wisconsin. Conner holds the Series 63, 65, 6TO and SIE licenses. Conner is a licensed agent at Conner Grupe's Insurance Agency. Conner is also a farmer. Conner specializes in providing investment advice to individuals and investment companies. Conner Grupe’s insurance agency provides insurance services to its clients. Conner’s firm, State Farm Investment Management Corp, provides investment advice to individuals, investment companies, and other institutions.
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
10/28/2024 - Present
State Farm Investment Management Corp. (Mankato MN)
IA
Issued 05/12/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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