Unclaimed
Kristen Vogel is a financial professional with State Farm Investment Management Corp. Kristen has been in the financial industry since 2013 and is licensed to provide investment advice in Illinois, Indiana, Kentucky, and Missouri. Kristen specializes in portfolio management for individuals and investment companies. Kristen is also a licensed insurance agent. Kristen is committed to helping clients reach their financial goals.
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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IL
05/09/2024 - Present
State Farm Investment Management Corp. (Gilman IL)
BC
Issued 06/21/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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