Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Joseph Wheeler is a registered investment advisor representative with State Farm Investment Management Corp. Kyle Wheeler is currently registered in Indiana, Michigan and Ohio. Kyle Wheeler has been in the financial industry since June 28, 2023. Kyle Wheeler has passed the Series 65, Series 63, Series 6TO and SIE exams. Kyle Wheeler has experience working with investment companies, including State Farm Insurance. Kyle Wheeler specializes in portfolio management for 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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IN
07/20/2023 - Present
State Farm Investment Management Corp. (Fort Wayne IN)
BC
Issued 08/07/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/20/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/03/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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