KM
ChFC
KM
ChFC

Kendal Maler

11 Years of Experience
Fairbanks, AK
BrokerSells Insurance

Kendal Maler is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Fairbanks, AK, with 11 years of industry experience. Kendal is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,575 clients with $13B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
7073 advisors
Number of Clients
3,575 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$15K
Investment management only (planning not offered)
Minimum Annual Fee:$180
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $500K1.00%
$500K - $1.0M0.75%
$1M+0.50%

Customized fees may be negotiated for total account values of $10,000,000 or more. Certain fee reductions apply for employees and accounts funded from specific previously established brokerage accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1600 Indiana Ave, Fairbanks, AK, 99709

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Kendal works as an agent team member for Matthew Raymond's Insurance Agency, selling State Farm insurance products. This takes about half of his time.

Employment History
Current Registrations
State Farm Investment Management CORP.
July 2023 - Present · 3 yrs 3 mos
State Farm Vp Management CORP.Broker
June 2023 - Present · 3 yrs 4 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
January 2020 - May 2023 · 3 yrs 4 mos
Cuso Financial Services, L.P.Broker
November 2018 - November 2019 · 1 yr
State Farm Vp Management CORP.Broker
March 2016 - July 2018 · 2 yrs 4 mos
Transamerica Capital, INC.Broker
September 2013 - June 2015 · 1 yr 9 mos
State Registrations1 state
AK
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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