Unclaimed
Wesley Ryan Aeschliman is a registered investment advisor representative at State Farm Investment Management Corp. in Albia, IA. Wesley has been in the industry since 2015 and holds the Series 6, Series 63, and Series 65 licenses. Wesley has a strong background in financial services and provides investment advisory services to individual and institutional clients. Wesley also owns and operates a State Farm Insurance agency. Wesley is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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
IA
06/29/2021 - Present
State Farm Investment Management Corp. (Albia IA)
IA
Issued 06/07/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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