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Adam Bryant McDonald

State Farm Investment Management Corp.

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About Adam Bryant McDonald

Adam McDonald is a registered investment advisor representative for State Farm Investment Management Corp. Adam has been in the securities industry since May 20, 2017. Adam has been registered with State Farm Investment Management Corp. since May 2023. Adam is licensed to provide advisory services in Indiana, Kentucky, and West Virginia. Adam earned his Series 6, Series 63, and Series 65 licenses, and holds the SIE exam. Adam holds a license in Insurance (State Farm Mutual Automobile Insurance Company and its affiliates) through Adam McDonald's Insurance Agency, and has served in this role since May 2018. Adam has previous experience with State Farm VP Management Corp. in Bloomington, Illinois and Old Hickory, Tennessee.

Firm Information

Adam McDonald is currently registered with State Farm Investment Management Corp.. State Farm Investment Management Corp. is a terminated corporation formed on December 9, 1966, headquartered in Bloomington, IL. The firm primarily managed investment portfolios for individuals and investment companies. They managed a total of $10,164,536,171 in assets, all of which were discretionary.
State Farm Investment Management Corp.

ONE STATE FARM PLAZA

BLOOMINGTON, IL 61710-0001

$10.16B

Assets Under Management

Not reported

Total Clients

4,868

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam McDonald’s Registration & Firm History

KY

06/01/2023 - Present

State Farm Investment Management Corp. (Lexington KY)

IL

02/24/2016 - 12/22/2017

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

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Licenses & Designations

IA

Issued 05/22/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/25/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/22/2017

SIE - Securities Industry Essentials Examination

BC

Issued 02/24/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Bryant McDonald.
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