Unclaimed
Mckade Batt is a financial professional with State Farm Investment Management Corp., a firm headquartered in Bloomington, Illinois. Mckade is licensed to provide investment advisory services in Idaho, Utah, and Wyoming. Mckade's firm is a registered investment advisor and provides portfolio management services to individuals and investment companies. Mckade has been in the financial services industry since March 2024 and holds Series 63, 65, 6TO and SIE securities licenses.
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
UT
01/24/2025 - Present
State Farm Investment Management Corp. (Layton UT)
BC
Issued 04/01/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/08/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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