Kathleen Banse (CRD# 5060888) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Bulverde, TX and has over 18 years of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Bulverde, TX | Aug 2018 - Current | 5 |
| Kathleen Banse Insurance Agency | Bulverde, TX | Jun 2010 - Current | 13 |
| State Farm Vp Management Corp. | Bulverde, TX | Jun 2010 - Current | 13 |
| Kathleen Branse Insurance Agency | San Antonio, TX | Mar 2019 - Dec 2019 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2005 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
- TX
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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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