Unclaimed
Sue Ann Ahmann is an investment advisor representative and a registered representative with State Farm Investment Management Corp. in Clarks, NE. Sue Ann has been in the industry since April 2020 and holds both Series 63 and Series 6TO licenses. She is also a Chartered Financial Consultant. Sue Ann has a diverse work history in the financial services industry, having previously worked for Nationwide Insurance and State Farm Insurance. In addition to her role at State Farm Investment Management Corp., Sue Ann is also a partner in Schlondorf Family LLC, a family farm operation.
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
NE
12/09/2021 - Present
State Farm Investment Management Corp. (Lincoln NE)
BC
Issued 08/29/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/03/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Sue Ahmann is the right advisor for you? Invested Better is here to help.