Unclaimed
Kirk Menard is a financial professional with over 8 years of experience in the industry. Kirk currently works with State Farm Investment Management Corp., providing investment advice. Kirk is registered to offer investment advice in Illinois and Missouri. Kirk specializes in the Investment Company Products/Variable Contracts Representative Examination and the Securities Industry Essentials Examination. Kirk holds the designation of Chartered Financial Consultant.
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
MO
11/22/2022 - Present
State Farm Investment Management Corp. (High Ridge MO)
IL
05/25/2016 - 08/05/2016
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 09/07/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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