Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kalon? Claim Your ProfileKalon Bradley Schmidt is an investment advisor representative working with State Farm Investment Management Corp. Kalon has been in the industry for more than 2 years and has been working for State Farm Investment Management Corp. since August 2024. Kalon is registered to provide investment advice in Oregon.
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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2
OR
09/25/2024 - Present
State Farm Investment Management Corp. (Salem OR)
BC
Issued 07/23/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/27/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/28/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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