Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josh? Claim Your ProfileJosh Baumgartner is a financial advisor at State Farm Investment Management Corp. Josh has been in the industry since 2009. Josh holds Series 6, Series 63, Series 65 and SIE licenses. Josh specializes in providing investment advice to individuals and investment companies. Josh is registered in Illinois, Indiana, Iowa, Kentucky, Michigan, Missouri and Wisconsin.
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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IL
09/11/2020 - Present
State Farm Investment Management Corp. (Beecher IL)
IA
Issued 03/18/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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