Unclaimed
Neil Klemme is a financial advisor who has been in the industry since 2000. Neil is currently registered with State Farm Investment Management Corp. and holds Series 6, 63, and 65 licenses. Neil also holds an active insurance license with State Farm Mutual Automobile Insurance Company and its affiliates. Neil has experience working with individual clients and investment companies. Neil is currently providing investment advisory services to clients through State Farm Investment Management Corp.
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.
1
2
IN
07/10/2023 - Present
State Farm Investment Management Corp. (WEST LAFAYETTE IN)
MA
09/13/2000 - 02/21/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/13/2000 - 02/21/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IL
01/19/2000 - 08/23/2000
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 02/17/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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