Katie Gonzales (CRD# 7675393) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Owatonna, MN and has 1 year of experience in the finance industry.
CRD# 5679688
Osaic Wealth, Inc.
CRD# 6960813
Horter Investment Management, LLC
CRD# 5394031
Thrivent Investment Management Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Waseca, MN | Mar 2023 - Current | 1 |
| State Farm Insurance | Waseca, MN | Jan 2023 - Current | 1 |
| State Farm Vp Management Corp | Waseca, MN | Jan 2023 - Current | 1 |
| Equity Trust Company | Westlake, OH | Apr 2022 - Jan 2023 | < 1 |
| Richard Kruger Insurance Agency | Waco, TX | Feb 2021 - Apr 2022 | 1 |
| Christine Hard Insurance Agency | Colorado Springs, CO | Oct 2020 - Feb 2021 | < 1 |
| Unemployed | Edina, MN | Jul 2020 - Oct 2020 | < 1 |
| Smart Circle International | Edina, MN | Jul 2018 - Jul 2020 | 2 |
| Ryan And Sarah Hoffman | Waseca, MN | Jan 2018 - Jul 2018 | < 1 |
| Discover U Elementary | Youngstown, AZ | Jul 2015 - Jan 2018 | 2 |
| Bethel University | Arden Hills, MN | Aug 2012 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
| S63 | Uniform Securities State Law Examination | Jan 2023 |
- MN
-
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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