Kevin Kaufer, financial advisor Vadnais Heights MN

Kevin Kaufer

CRD Number: 7582494
Current Firm: State Farm Investment Management Corp.

Kevin Kaufer (CRD# 7582494) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Vadnais Heights, MN and has over 3 years of experience in the finance industry.

Similar Advisors
Kristi Andersen, financial advisor Vadnais Heights MN
Kristi L. Andersen
CRD# 1682050
Osaic Wealth, Inc.
Similar Advisors
Eric Aanes, financial advisor Vadnais Heights MN
Eric M. Aanes
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
Similar Advisors
Alexis Abanto-Wolf, financial advisor Vadnais Heights MN
Alexis G. Abanto-Wolf
CRD# 6665238
U.s. Bancorp Investments, Inc.
Company Name Location Dates Years
State Farm Vp Managment Corp Vadnais Heights, MN Jun 2022 - Current 1
State Farm Investment Management Corp Vadnais Heights, MN Jun 2022 - Current 1
Kevin Kaufer Insurance Agency Vadnais Heights, MN May 2022 - Current 1
State Farm Insurance Company Vadnais Heights, MN Dec 2021 - May 2022 < 1
Mchugh Insurance Agency, Inc. Golden Valley, MN Oct 2018 - Dec 2021 3
Dellwood Country Club Dellwood, MN Dec 2016 - Oct 2018 1
Oneka Ridge Golf Course White Bear Lake, MN Aug 2016 - Aug 2018 2
Jimmy Johns White Bear Lake, MN Nov 2014 - Aug 2018 3
White Bear Lake Area School District White Bear Lake, MN Sep 2003 - May 2017 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2021
S66 NASAA Uniform Combined State Law Examination Feb 2021
S63 Uniform Securities State Law Examination Dec 2021
Contact Info for Kevin C. Kaufer
Phone Number: 800-447-0740
Registered State(s):
  • IA
  • MN
  • SD
  • WI
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

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 derived from SEC.gov data covering 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.

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.