Unclaimed
Tyler John Poeppelman is a financial advisor with State Farm Investment Management Corp. Tyler has been in the financial services industry since 2007. Tyler has a Series 6, Series 26, Series 63, and Series 65. Tyler has been registered with the state of Indiana and Ohio since 2019. Prior to working at State Farm Investment Management Corp., Tyler was with FARMERS FINANCIAL SOLUTIONS, LLC. Tyler has an insurance agency, Tyler Poeppelman's Insurance Agency, which is investment related.
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
OH
01/03/2020 - Present
State Farm Investment Management Corp. (Greenville OH)
OH
05/22/2007 - 12/31/2018
FARMERS FINANCIAL SOLUTIONS, LLC (MIDDLETOWN OH)
OH
08/14/2006 - 12/14/2006
STATE FARM VP MANAGEMENT CORP. (VANDALIA OH)
IA
Issued 12/20/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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