Kimberly Holm (CRD# 6301703) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Slayton, MN and has over 10 years of experience in the finance industry.
CRD# 4223226
Cambridge Investment Research Advisors, Inc.
CRD# 5869193
Lpl Financial LLC
CRD# 4467970
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Slayton, MN | Apr 2023 - Current | 1 |
| Kim Holm Insurance Agency | Westbrook, MN | Feb 2021 - Current | 3 |
| State Farm Vp Management Corp | Westbrook, MN | Feb 2021 - Current | 3 |
| Kim Holm Insurance Agency | Slayton, MN | Dec 2014 - Current | 9 |
| State Farm Vp Management Corp | Slayton, MN | Feb 2014 - Current | 10 |
| State Farm Insurance | Slayton, MN | Feb 2014 - Nov 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2014 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
- IA
- MN
- SD
-
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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