Unclaimed
Rachel Knudson is a registered investment advisor representative with State Farm Investment Management Corp. She is also an insurance agent for State Farm Mutual Automobile Insurance Company and its affiliates. Rachel is licensed in Idaho and Washington. She has over 3 years of experience in the financial services industry. Rachel is committed to providing her clients with personalized financial advice. She specializes in helping individuals and families reach their financial goals. She is a Series 65 and Series 63 licensed representative.
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
ID
11/08/2023 - Present
State Farm Investment Management Corp. (Grangeville ID)
IA
Issued 11/01/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/20/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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