Trenton Karlson (CRD# 7447026) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Hilliard, OH and has over 2 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 5706352
Inspire Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
State Farm Investment Management Corp | Hilliard, OH | Nov 2023 - Current | < 1 |
State Farm Insurance | Hilliard, OH | Nov 2023 - Current | < 1 |
State Farm Vp Management Corp. | Hilliard, OH | Nov 2023 - Current | < 1 |
Mml Investors Services LLC | New Albany, OH | Feb 2023 - Oct 2023 | < 1 |
Massmutual Life Insurance Co | New Albany, OH | Feb 2023 - Oct 2023 | < 1 |
State Farm Vp Management Corp | Columbus, OH | Sep 2021 - Feb 2023 | 1 |
Adam Deel Insurance Agency | Columbus, OH | Jul 2021 - Feb 2023 | 1 |
Genpact | Columbus, OH | Nov 2019 - Jul 2021 | 1 |
Cardinal Health | Dublin, OH | Jun 2015 - Nov 2019 | 4 |
Polaris | Vermillion, SD | Sep 2012 - May 2015 | 2 |
University Of South Dakota | Vermillion, OH | Aug 2010 - May 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2022 |
S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- OH
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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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