Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kreg? Claim Your ProfileKreg Kell is a registered investment advisor representative at State Farm Investment Management Corp. Kreg has been in the financial services industry since May 21, 2014. Kreg is also a licensed insurance agent. Kreg is registered with the state of Colorado and has passed the Series 6 and Series 65 exams. Kreg specializes in providing investment advice 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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CO
12/13/2018 - Present
State Farm Investment Management Corp. (Fountain CO)
IA
Issued 12/13/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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