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Julie Marie Coffelt

State Farm VP Management Corp.

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About Julie Marie Coffelt

Julie Coffelt is a financial professional with State Farm VP Management Corp. in Newark, Ohio. Julie has been in the industry since 2011 and holds her Series 6 and SIE licenses. She has a strong understanding of investment company products and variable contracts. Julie is a licensed insurance professional in Ohio.

Firm Information

Julie Coffelt 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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Julie Coffelt’s Registration & Firm History

OH

02/10/2011 - Present

State Farm VP Management Corp. (Newark OH)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/09/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julie Marie Coffelt.
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