James Kuhlman (CRD# 4622293) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Corvallis, OR and has over 21 years of experience in the finance industry.
CRD# 6225083
Avantax Advisory Services
CRD# 1291917
Edward Jones
CRD# 5886421
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| James Kuhlman Insurance Agency | Lebanon, OR | Jun 2022 - Current | 1 |
| State Farm Vp Management Corp | Lebanon, OR | Jun 2022 - Current | 1 |
| State Farm Investment Management Corp | Dallas, OR | Jun 2020 - Current | 3 |
| State Farm Vp Management Corp | Dallas, OR | Jun 2020 - Current | 3 |
| James Kuhlman Insurance Agency | Dallas, OR | Jun 2020 - Current | 3 |
| State Farm Investment Management Corp. | Corvallis, OR | Feb 2018 - Current | 6 |
| James Kuhlman Insurance Agency | Corvallis, OR | Jul 2005 - Current | 18 |
| State Farm Vp Management Corp | Corvallis, OR | May 2003 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2003 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2019 |
- OR
- WA
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
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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