Kristi Harwood-Causley (CRD# 6118655) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sault S Marie, MI and has over 11 years of experience in the finance industry.
CRD# 5611581
Hantz Financial Services, Inc.
CRD# 2439579
Lpl Financial LLC
CRD# 5594903
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Sault Sainte Marie, MI | Jan 2020 - Current | 4 |
| Kristi Harwood-causley Insurance Agency | Sault Ste. Marie, MI | May 2013 - Current | 10 |
| State Farm Vp Management Corp | Sault Sainte Marie, MI | Sep 2012 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2012 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2020 |
- MI
-
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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