Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ridge? Claim Your ProfileRidge Daniel Tefft is a financial professional with experience in the insurance and investment industries. Ridge is a registered representative with State Farm Investment Management Corp. Ridge has been in the industry since 2017. Ridge's current registrations are in Florida, Indiana, Michigan, and Ohio. Ridge holds a Series 63, Series 6TO, and SIE license. Ridge is also a Chartered Financial Consultant. Ridge provides investment advisory services to individuals and investment companies. Ridge's insurance agency, Ridge Tefft's Insurance Agency, is based in Charlotte, Michigan and Ridge also owns and operates a real estate company, KCR Real Estate LLC.
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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MI
12/02/2023 - Present
State Farm Investment Management Corp. (Charlotte MI)
BC
Issued 03/30/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/04/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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