Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Weissenhofer is an investment advisor representative with State Farm Investment Management Corp. Richard has been in the financial services industry since 2011. Richard is registered with the state of Illinois and holds Series 6, 63 and 65 securities licenses and the SIE. Richard is also a registered representative with State Farm VP Management Corp. In addition to his work as an investment advisor, Richard also owns and operates his own insurance agency in Oswego, Illinois.
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
IL
06/15/2023 - Present
State Farm Investment Management Corp. (OSWEGO IL)
IA
Issued 06/14/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Richard Weissenhofer is the right advisor for you? Invested Better is here to help.
