Michael O'malley (CRD# 4500451) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lindstrom, MN and has over 22 years of experience in the finance industry.
CRD# 7008035
Gradient Advisors, LLC
CRD# 6586021
Edward Jones
CRD# 4249833
Gradient Investments, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Lindstrom, MN | Jul 2023 - Current | < 1 |
| Michael O'malley Insurance Agency | Lindstrom, MN | Jul 2004 - Current | 19 |
| State Farm Vp Management Corp | Lindstrom, MN | Jan 2002 - Current | 22 |
| State Farm Investment Management Corp | Lindstrom, MN | Aug 2018 - Jun 2019 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2002 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MN
- WI
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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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