Unclaimed
Thomas Conklin is an investment advisor representative for State Farm Investment Management Corp., a firm that manages more than $10 billion in assets. Thomas Conklin has been active in the financial services industry since 2003, with extensive experience serving clients in Illinois, Wisconsin, Indiana, Iowa, Missouri, Georgia, Pennsylvania, Texas and California. Thomas Conklin specializes in providing portfolio management services for individuals and investment companies. In addition to being a registered investment advisor representative, Thomas Conklin is also a registered securities agent in the state of Illinois and holds the Series 63, Series 65, Series 6, and SIE licenses.
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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2
IL
06/03/2024 - Present
State Farm Investment Management Corp. (Farmington IL)
IA
Issued 02/08/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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