Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Holm is a registered investment advisor representative associated with State Farm Investment Management Corp. Kimberly has been in the industry since March 2014. Kimberly is licensed in Iowa, Minnesota and South Dakota. Kimberly has passed the Series 6, Series 63 and Series 65 exams and is currently registered with FINRA and with the states of Iowa, Minnesota and South Dakota. Kimberly Holm provides financial planning and portfolio management services to 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.
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MN
04/28/2023 - Present
State Farm Investment Management Corp. (Slayton MN)
IA
Issued 04/15/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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