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Ann Marie Smith

State Farm Investment Management Corp.

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About Ann Marie Smith

Ann Marie Smith is a registered representative and investment advisor representative with State Farm Investment Management Corp., a firm specializing in providing portfolio management services to individuals and investment companies. Ann Marie has been in the financial services industry since September 2010 and has a strong understanding of the investment landscape. Ann Marie holds the Series 6 and Series 63 licenses as well as the SIE designation, demonstrating her commitment to providing quality financial advice. She also holds the Chartered Financial Consultant designation. Ann Marie is committed to providing her clients with personalized financial advice to help them achieve their financial goals. In addition to her work with State Farm Investment Management Corp., Ann Marie is also an insurance agent with Ann Marie Smith XXX's Insurance Agency, which provides insurance services through State Farm Mutual Automobile Insurance Company and its affiliates.

Firm Information

Ann Smith 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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Ann Smith’s Registration & Firm History

OK

08/28/2023 - Present

State Farm Investment Management Corp. (Edmond OK)

OK

05/06/2013 - 03/23/2020

STATE FARM VP MANAGEMENT CORP. (EDMOND OK)

OK

02/09/2004 - 05/12/2008

STATE FARM VP MANAGEMENT CORP. (STILLWATER OK)

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Licenses & Designations

BC

Issued 06/09/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/03/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ann Marie Smith.
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