Unclaimed
Douglas Alan Radefeld is a financial professional with over 16 years of experience in the financial services industry. Douglas has a Series 6, Series 63, and Series 6TO licenses and is a Registered Representative with State Farm Investment Management Corp.. Douglas's firm has over 16 licensed agents and 14 registered representatives and manages over $10 Billion in assets. The firm is headquartered in Bloomington, Illinois and manages the assets of individuals and investment companies. Douglas holds a Chartered Financial Consultant designation and has experience working as an insurance agent for State Farm in addition to his current roles. Douglas provides investment advice and portfolio management services.
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.
1
2
OH
08/15/2024 - Present
State Farm Investment Management Corp. (Hudson OH)
IL
11/01/2007 - 01/05/2011
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 07/31/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/05/2022
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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