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Amy Louise Holstein

State Farm Investment Management Corp.

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About Amy Louise Holstein

Amy Holstein is a financial professional with over 10 years of experience in the industry. Amy holds licenses to provide investment advice in Georgia and North Carolina. Amy is currently employed by State Farm Investment Management Corp and provides financial planning and investment management for individuals and investment companies.

Firm Information

Amy Holstein 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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Amy Holstein’s Registration & Firm History

GA

05/29/2024 - Present

State Farm Investment Management Corp. (Auburn GA)

IL

10/18/2018 - 05/19/2020

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

IL

12/15/2014 - 08/24/2017

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

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Licenses & Designations

BC

Issued 01/28/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/24/2017

SIE - Securities Industry Essentials Examination

BC

Issued 12/15/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Amy Louise Holstein. Review regulatory record here.
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