David Klatt (CRD# 2237108) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Albert Lea, MN and has over 31 years of experience in the finance industry.
CRD# 1306576
Intellicents Investment Solutions Inc.
CRD# 4433085
Intellicents Investment Solutions Inc.
CRD# 5853221
Intellicents Investment Solutions Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Albert Lea, MN | Sep 2018 - Current | 5 |
| David Klatt Insurance Agency | Albert Lee, MN | Jan 2004 - Current | 20 |
| State Farm Vp Management Corp. | Albert Lea, MN | Aug 2001 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1992 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1997 |
- IA
- MN
- SD
-
Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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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
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