Michael Klein, financial advisor Sunnyvale CA

Michael Klein

CRD Number: 3042810
Current Firm: State Farm Investment Management Corp.

Michael Klein (CRD# 3042810) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sunnyvale, CA and has over 21 years of experience in the finance industry.

Similar Advisors
Joseph Abad, financial advisor Sunnyvale CA
Joseph P. Abad
CRD# 4412305
Wells Fargo Clearing Services, LLC
Similar Advisors
Fred Abajelo, financial advisor Sunnyvale CA
Fred D. Abajelo
CRD# 1351279
Lpl Financial LLC
Similar Advisors
Richard Abarca, financial advisor Sunnyvale CA
Richard Abarca
CRD# 6828753
Fidelity Personal And Workplace Advisors
Professional Designations
Company Name Location Dates Years
State Farm Investment Management Corp. Sunnyvale, CA Aug 2018 - Current 3
Michael Klein Insurance Agency Sunnyvale, CA Jan 1999 - Current 22
State Farm Vp Management Corp. Sunnyvale, CA Mar 1998 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2000
Contact Info for Michael E. Klein
Phone Number: 800-447-0740
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    9,674
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,418,560,162
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.