Unclaimed
Robin Kleffman is a financial professional with over 40 years of experience in the financial services industry. Robin is currently registered with State Farm Investment Management Corp. Robin is also the owner of Robin Kleffman's Insurance Agency. Robin is a Chartered Financial Consultant and holds the Series 6 and Series 63 licenses. Robin has a strong commitment to providing clients with personalized financial advice and guidance.
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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MN
08/20/2018 - Present
State Farm Investment Management Corp. (Eagan MN)
BC
Issued 05/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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