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Benjamin Lant Samrick

State Farm Investment Management Corp.

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About Benjamin Lant Samrick

Benjamin Samrick is an investment advisor representative at State Farm Investment Management Corp. Benjamin Samrick has been in the industry since April 18, 2002. Benjamin Samrick is registered with the state of Arizona, California, and Oregon. Benjamin Samrick has passed the Series 6, Series 63 and SIE exams. Benjamin Samrick is also a Chartered Financial Consultant. Benjamin Samrick is also the owner of Benjamin Samrick's Insurance Agency. Benjamin Samrick has been registered with FINRA since August 16, 2018. Benjamin Samrick specializes in portfolio management for individuals and investment companies. Benjamin Samrick is based in Walnut Creek, CA and has a branch office location at 1511 Treat Blvd Ste 300 Walnut Creek, CA 94598-1030.

Firm Information

Benjamin Samrick 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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Benjamin Samrick’s Registration & Firm History

CA

09/20/2023 - Present

State Farm Investment Management Corp. (Walnut Creek CA)

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Licenses & Designations

BC

Issued 04/30/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/17/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Benjamin Lant Samrick.
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