Kristy Beal, financial advisor Wadsworth OH

Kristy Beal

CRD Number: 6345269
Current Firm: State Farm Investment Management Corp.

Kristy Beal (CRD# 6345269) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Wadsworth, OH and has 1 year of experience in the finance industry.

Similar Advisors
William Adams, financial advisor Wadsworth OH
William T. Adams
CRD# 6535471
Commonwealth Financial Network
Similar Advisors
William Adams, financial advisor Wadsworth OH
William G. Adams
CRD# 5192091
Charles Schwab & Company, Inc.
Similar Advisors
George Ade, financial advisor Wadsworth OH
George J. Ade
CRD# 5480573
Voya Financial Advisors, Inc.
Professional Designations
Company Name Location Dates Years
State Farm Investment Management Corp Wadsworth, OH Jul 2023 - Current < 1
Kristy Beal Insurance Agency Wadsworth, OH Jan 2020 - Current 4
State Farm Vp Management Corp Wadsworth, OH Mar 2018 - Current 6
Kristy Hayduk Insurance Agency Wadsworth, OH Mar 2018 - Jan 2020 1
State Farm Vp Management Corp Medina, OH Oct 2014 - Feb 2018 3
Kristy Hayduk Insurance Agency Medina, OH Oct 2014 - Feb 2018 3
State Farm Vp Management Corp Strongsville, OH Jun 2014 - Oct 2014 < 1
Dane Donaldson Insurance Agency Strongsville, OH Nov 2012 - Oct 2014 1

Kristy Beal has no recent exams reported.
Contact Info for Kristy L. Beal
Phone Number: 800-447-0740
Registered State(s):
  • OH
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.