Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Richard Klann is a financial professional with over 10 years of experience in the financial services industry. Thomas is currently registered with State Farm Investment Management Corp., and is licensed to provide investment advice in Illinois. Thomas has a strong track record of success in helping clients achieve their financial goals. Thomas has a deep understanding of the financial markets and is committed to providing personalized service to each of his clients.
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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IL
10/16/2018 - Present
State Farm Investment Management Corp. (South Elgin IL)
IA
03/03/2014 - 04/09/2015
STATE FARM VP MANAGEMENT CORP. (Bettendorf IA)
IA
Issued 10/16/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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