Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Ewert is a registered investment advisor representative, with over 20 years of experience in the financial industry. Kevin is currently employed by State Farm Investment Management Corp. where he provides investment advisory services. Kevin has a strong track record of success in helping his clients reach their financial goals. Kevin is licensed to provide investment advice in both Minnesota and Wisconsin, and holds licenses for both Securities Industry Essentials Examination (SIE) and Series 6, Series 63, and Series 65 examinations. Kevin also has a background in commercial real estate and is the owner of Kevin Ewert's Insurance Agency in Winona, MN.
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
MN
02/24/2023 - Present
State Farm Investment Management Corp. (Winona MN)
IA
Issued 01/20/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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