Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Koziczkowski is a registered investment advisor representative with State Farm Investment Management Corp. Erik has been in the industry for over 2 years. Erik is a licensed insurance agent and is currently employed with State Farm. Erik works with investment companies to help them grow their assets. Erik is licensed in Illinois, Iowa and Wisconsin and specializes in working with investment companies and pooled investment vehicles.
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
WI
06/26/2024 - Present
State Farm Investment Management Corp. (Madison WI)
BC
Issued 07/16/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/18/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/03/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Erik Koziczkowski is the right advisor for you? Invested Better is here to help.
