Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Mathes is an investment advisor representative associated with State Farm Investment Management Corp. Benjamin is registered with the state of Indiana and Kentucky. Benjamin has been in the industry for 2 years. Benjamin Mathes's current firm has 16 investment advisor representatives, 14 registered representatives, and 110 investment advisory functions. The firm's regulatory assets under management are $10,164,536,171 with $10,164,536,171 being discretionary. The firm is registered with the SEC. The firm's client types include insurance companies and investment companies. The firm provides portfolio management for individuals and investment companies.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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IN
08/17/2023 - Present
State Farm Investment Management Corp. (Corydon IN)
IA
Issued 08/17/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/03/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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