Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Kaufer is a registered Investment Advisor Representative with State Farm Investment Management Corp. Kevin is also licensed as an insurance agent with Kevin Kaufer Insurance Agency. Kevin has been in the financial services industry since 2018. Kevin specializes in portfolio management for individuals and investment companies and holds Series 63, 65, 66, SIE, and 6TO licenses. Kevin's office is located in Vadnais Heights, Minnesota.
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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MN
08/15/2022 - Present
State Farm Investment Management Corp. (Vadnais Heights MN)
BC
Issued 12/10/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/29/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/12/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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