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Aileen Nicole Dugan

State Farm Investment Management Corp.

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About Aileen Nicole Dugan

Aileen Nicole Dugan is a registered representative and investment advisor representative. Aileen has been in the financial services industry since August 3, 2004. Aileen currently works for State Farm Investment Management Corp. and is registered with the state of Maine and New Hampshire. Aileen previously worked for State Farm VP Management Corp. in Bloomington, Illinois. Aileen is also a licensed insurance agent and is the owner of Aileen Dugan's Insurance Agency.

Firm Information

Aileen Dugan 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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Aileen Dugan’s Registration & Firm History

NH

07/12/2021 - Present

State Farm Investment Management Corp. (Portsmouth NH)

IL

04/23/2014 - 08/08/2014

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

IL

04/05/2010 - 07/23/2010

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

NH

05/14/1998 - 08/20/2008

STATE FARM VP MANAGEMENT CORP. (PORTSMOUTH NH)

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Licenses & Designations

IA

Issued 06/18/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/05/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/23/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Aileen Nicole Dugan. Review regulatory record here.
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