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Anthony Brandon Otwell

State Farm Investment Management Corp.

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About Anthony Brandon Otwell

Anthony Otwell is a registered investment advisor representative with State Farm Investment Management Corp., and is licensed in Arkansas and Texas. Anthony holds the Series 6, Series 63, Series 65, and SIE licenses. Anthony is also a partner in SMART DEVELOPMENT LLC, an investment or commercial property firm and owns an insurance agency. Anthony has been in the securities industry since March 2008 and has experience working with investment companies and individuals. Anthony is committed to providing clients with personalized financial advice and investment management services.

Firm Information

Anthony Otwell 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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Anthony Otwell’s Registration & Firm History

AR

05/01/2023 - Present

State Farm Investment Management Corp. (Maumelle AR)

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Licenses & Designations

IA

Issued 04/12/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/02/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anthony Brandon Otwell.
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