Thomas Buckholt (CRD# 7469674) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Coon Rapids, MN and has 1 year of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Coon Rapids, MN | Aug 2022 - Current | 1 |
| State Farm Vp Management Corp | Coon Rapids, MN | Aug 2022 - Current | 1 |
| State Farm Insurance | Coon Rapids, MN | Aug 2022 - Current | 1 |
| State Farm Vp Management Corp | Roseville, MN | Dec 2021 - Aug 2022 | < 1 |
| Dick Petkoff Insurance Agency | Roseville, MN | Jan 2018 - Aug 2022 | 4 |
| Solvy Seven | Brookfield, MN | May 2016 - Dec 2017 | 1 |
| Music On The Move Plus | Milwaukee, WI | Jan 2014 - Jun 2016 | 2 |
| Harley Museum Kitchen | Milwaukee, WI | Jan 2014 - Aug 2015 | 1 |
| Milwaukee Public Schools | Milwaukee, WI | Aug 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
| S63 | Uniform Securities State Law Examination | May 2022 |
- MN
- WI
-
Total Assets Under Management10,165MILLIONS
-
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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