Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kory? Claim Your ProfileKory Joseph Wagonmaker is a registered investment advisor representative with State Farm Investment Management Corp. Kory has been in the industry since April 2017 and has worked for State Farm Investment Management Corp. since April 2023. Kory holds the Series 6, Series 63, and Series 65 licenses. Kory is also a licensed insurance agent with Kory Wagonmaker's Insurance Agency, a State Farm agency. Kory has worked as an insurance agent for various State Farm agencies since 2014.
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
MI
04/27/2023 - Present
State Farm Investment Management Corp. (Kalamazoo MI)
IL
09/20/2018 - 07/09/2019
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
MI
03/31/2016 - 08/17/2016
STATE FARM VP MANAGEMENT CORP. (RICHLAND MI)
IA
Issued 04/12/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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