Unclaimed
Kevin Hagan is a registered investment advisor representative with State Farm Investment Management Corp. Kevin has been in the financial services industry since 2011 and is licensed in Michigan. Kevin is a Series 7, 63, and 65 license holder. Kevin's office is located in South Haven, Michigan, and he provides portfolio management for individuals 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
MI
07/24/2023 - Present
State Farm Investment Management Corp. (South Haven MI)
MI
07/06/2011 - 04/16/2015
HANTZ FINANCIAL SERVICES, INC. (GRANDVILLE MI)
IA
Issued 07/24/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/29/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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