Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Goeser is an investment advisor representative with State Farm Investment Management Corp. Kurt has been in the industry since 1999 and has worked with State Farm Investment Management Corp. since 2020. Kurt is registered in Kansas, Missouri and Nebraska as an investment advisor representative. Kurt is a licensed insurance agent and has a Series 6 and a Series 63 license. Kurt has a deep understanding of the investment markets and a commitment to helping clients achieve 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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2
KS
12/22/2020 - Present
State Farm Investment Management Corp. (Lawrence KS)
IA
Issued 12/20/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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