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Monica Kynor Boelter

State Farm VP Management Corp.

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About Monica Kynor Boelter

Monica Boelter is a financial professional with over 15 years of experience in the financial services industry. Monica is currently registered with State Farm VP Management Corp., a firm with a long history of serving individuals and families. Monica has experience in providing a variety of financial products and services to her clients.

Firm Information

Monica Boelter is currently registered with State Farm VP Management Corp.. State Farm VP Management Corp. is a corporation formed in 1996 and approved to operate in all 50 states and the District of Columbia. The firm has one approved SEC registration and 51 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

5,459

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Monica Boelter’s Registration & Firm History

IL

02/22/2016 - Present

State Farm VP Management Corp. (BLOOMINGTON IL)

WA

05/12/2008 - 10/03/2012

STATE FARM VP MANAGEMENT CORP. (DUPONT WA)

IL

04/07/2004 - 12/31/2007

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

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Licenses & Designations

BC

Issued 02/27/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/07/2016

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Monica Kynor Boelter. Review regulatory record here.
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