Unclaimed
Kirk Michael Buchholz is a financial professional registered with State Farm Investment Management Corp. Kirk has been in the industry since March 2004. Kirk has a Series 6, Series 63, and SIE license. Kirk is also a Chartered Financial Consultant. In addition to his advisory services, Kirk Michael Buchholz owns and operates Kirk M Buchholz Insurance Agency and provides insurance services through State Farm Mutual Automobile Insurance Company and its affiliates.
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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GA
11/28/2018 - Present
State Farm Investment Management Corp. (Woodstock GA)
BC
Issued 10/02/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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