Unclaimed
Kimberly Lynn Wohlford is a financial advisor with over 20 years of experience in the industry. Currently, Kimberly Lynn Wohlford is registered with Country Capital Management Co., and previously worked with MIDWESTERN SECURITIES TRADING COMPANY, LLC and STATE FARM VP MANAGEMENT CORP.. Kimberly Lynn Wohlford holds the Series 6, Series 26, Series 51, Series 63, and SIE licenses. Kimberly Lynn Wohlford is licensed in Illinois, Indiana, Georgia, and Alabama.
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.
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.
1
2
IL
01/18/2022 - Present
Country Capital Management Co. (BLOOMINGTON IL)
IL
04/28/2014 - 01/04/2022
MIDWESTERN SECURITIES TRADING COMPANY, LLC (EAST PEORIA IL)
IL
10/08/2001 - 04/21/2014
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 01/28/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/17/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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