Unclaimed
Lynda Lenz is a registered investment advisor representative with State Farm Investment Management Corp. Lynda has been in the industry since May 1998 and holds the Series 6, Series 63 and SIE licenses. Lynda has been working with State Farm Investment Management Corp. since February 1998 and works out of their Wheatland, WY office. Lynda also owns and operates Lynda Lenz's Insurance Agency, an insurance agency that is affiliated with State Farm. Lynda is also a partner in 9th St. Investors, a membership/civic/fraternal organization. Lynda is a Chartered Financial Consultant.
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
WY
08/14/2018 - Present
State Farm Investment Management Corp. (Wheatland WY)
BC
Issued 05/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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