Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Ann Torggler is a financial professional with over 25 years of experience in the financial services industry. Kelly Ann Torggler is currently registered with State Farm Investment Management Corp. as an Investment Advisor Representative. Kelly Ann Torggler holds Series 6 and SIE licenses and is a Chartered Financial Consultant. Kelly Ann Torggler has held prior roles with Sycamore Econometric Construction, State Farm VP Management Corp, Kelly Torggler Insurance Agency, and State Farm Investment Management Corp. Kelly Ann Torggler's insurance agency is an independent agency that works with State Farm Mutual Automobile Insurance Company and its affiliates. Kelly Ann Torggler provides investment advice and financial planning services to individual clients and investment companies.
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
OH
10/17/2023 - Present
State Farm Investment Management Corp. (CINCINNATI OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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