Kevin Rice (CRD# 7440037) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Croswell, MI and has over 2 years of experience in the finance industry.
CRD# 1025998
Stifel, Nicolaus & Company, Incorporated
CRD# 3122420
Ameriprise Financial Services, LLC
CRD# 2596720
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Kevin Rice Insurance Agency | Croswell, MI | Feb 2024 - Current | < 1 |
State Farm Investment Management Corp | Croswell, MI | Feb 2024 - Current | < 1 |
State Farm Vp Management Corp | Croswell, MI | Feb 2024 - Current | < 1 |
State Farm Investment Management Corp | Bad Axe, MI | Jan 2022 - Current | 2 |
State Farm Vp Management Corp | Bad Axe, MI | Sep 2021 - Current | 2 |
Kevin Rice Insurance Agency | Bad Axe, MI | May 2018 - Current | 6 |
State Farm Insurance Companies | Bloomington, IL | Dec 2017 - Apr 2018 | < 1 |
State Farm Insurance Companies | Bloomington, IL | Nov 2015 - Dec 2017 | 2 |
Kerry Jezak Insurance Agency | Bay City, MI | Jan 2014 - Nov 2015 | 1 |
John Drzewicki Insurance Agency | Bay City, MI | Oct 2012 - Nov 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
S63 | Uniform Securities State Law Examination | Nov 2021 |
- MI
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.