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Bethany Lyn Lentz

State Farm Investment Management Corp.

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About Bethany Lyn Lentz

Bethany Lyn Lentz is an investment advisor representative with State Farm Investment Management Corp. Bethany has been in the industry since May 2015, and is registered with the state of Idaho and Montana. She is also registered as an investment advisor representative with the state of Montana. Bethany holds Series 6, Series 63, and Series 65 licenses and the SIE. She is currently employed with State Farm Investment Management Corp. and has worked there since April 2023. Bethany has experience in various sectors of the finance industry, including Insurance and Financial Planning, and works closely with individuals and investment companies.

Firm Information

Bethany Lentz 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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Bethany Lentz’s Registration & Firm History

MT

05/02/2023 - Present

State Farm Investment Management Corp. (Bozeman MT)

IL

05/18/2015 - 07/11/2016

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

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Licenses & Designations

IA

Issued 04/26/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/21/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/16/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bethany Lyn Lentz.
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