Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Boerner is an investment advisor representative with State Farm Investment Management Corp., registered in Michigan. Robert has been in the securities industry for over 7 years, and holds Series 6, Series 63 and SIE licenses. Robert has also earned the designation of Chartered Financial Consultant. Robert's previous experience includes roles with Thomas C Campbell Insurance Agency, State Farm VP Management Corp. and Robert Boerner Insurance Agency. Robert is also involved in various community organizations including Midland Noon Exchange and Home to stay Housing assistance center.
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
10/24/2023 - Present
State Farm Investment Management Corp. (Midland MI)
IL
03/02/2016 - 12/05/2016
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 05/03/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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