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Joe Alan Lochner

State Farm VP Management Corp.

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About Joe Alan Lochner

Joe Alan Lochner has been a registered investment advisor since June 1998. Joe currently works with State Farm VP Management Corp. Joe is a registered investment advisor in Oregon and is a Series 6 and Series 63 licensed representative. Joe Alan Lochner is also a licensed representative of the Securities Industry Essentials examination (SIE). Joe has experience in the investment industry since June 1998.

Firm Information

Joe Lochner is currently registered with State Farm VP Management Corp.. State Farm VP Management Corp. is a corporation formed in 1996 and approved to operate in all 50 states and the District of Columbia. The firm has one approved SEC registration and 51 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

5,459

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Joe Lochner’s Registration & Firm History

OR

06/08/1998 - Present

State Farm VP Management Corp. (COTTAGE GROVE OR)

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Licenses & Designations

BC

Issued 08/11/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/06/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joe Alan Lochner.
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