Honu Wealth Management
33yrs
Top advisor by experience in Sunnyvale
26yrs
Michael Klein
Full name on record: Michael Eugene Klein
Financial advisor at State Farm Investment Management
Michael Klein has worked in the financial industry for 26 years and is a financial advisor based in Sunnyvale, California. Michael joined State Farm Investment Management in 2018, a firm offering investment management. Michael holds the ChFC designation.
At a glance
Experience26 years (since 2000)
How that compares ?Top 8% by experience in Sunnyvale
Office333 W EL Camino Real Suite 270, Sunnyvale, CA 94087
How the firm is paid ?Percent of assets
Typical client at the firm ?$133,928
Advisors at the firm7,113
States licensed ?1 state
Services through State Farm Investment Management
Investment management for individuals and small businessesManaging mutual funds
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2018 – nowState Farm Investment Management Corp.Current firm
Contact Michael
Local office(408) 736-2056Ask for Michael. (800) 447-0740Main office · Bloomington, IL 333 W EL Camino Real Suite 270Sunnyvale, CA 94087Office · Get directions
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Michael’s local office at (408) 736-2056 or the State Farm Investment Management main office at (800) 447-0740, and ask for Michael Klein.
How long has Michael been a financial advisor?
Michael has been in the industry since 2000, about 26 years. Top 8% by experience in Sunnyvale.
What licenses does Michael hold?
Series 63. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Michael paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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