Steven Klinzing, financial advisor Patchogue NY

Steven Klinzing

CRD Number: 3015957
Current Firm: State Farm Investment Management Corp.

Steven Klinzing (CRD# 3015957) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Patchogue, NY and has over 23 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
State Farm Investment Management Corp. Patchogue, NY Aug 2021 - Current 2
State Farm Vp Management Corp Patchogue, NY Feb 2016 - Current 8
Steve Klinzing Insurance Agency Patchogue, NY Feb 2016 - Current 8
Steven Klinzing Insurance Agency Bayport, NY Dec 2004 - Feb 2016 11
State Farm Vp Management Corp Bayport, NY Jul 2004 - Feb 2016 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2000
Contact Info for Steven R. Klinzing
Phone Number: 800-447-0740
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

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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