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Cara Elizabeth Sharkey

State Farm Investment Management Corp.

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About Cara Elizabeth Sharkey

Cara Elizabeth Sharkey is an investment advisor representative associated with State Farm Investment Management Corp. Cara Sharkey has been in the industry since 2022 and has been registered with the state of New York since 2022. Cara Sharkey is currently licensed to provide investment advisory services in New York, Pennsylvania and Vermont. Cara Sharkey holds Series 63, 65 and Series 6TO licenses. In addition to being an investment advisor representative, Cara Sharkey is also an insurance agent and has been employed with State Farm in various roles since 2022. Cara Sharkey has also worked in the hospitality industry and has experience in retail sales. Cara Sharkey is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Cara Sharkey 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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Cara Sharkey’s Registration & Firm History

NY

01/01/2025 - Present

State Farm Investment Management Corp. (Rochester NY)

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Licenses & Designations

IA

Issued 05/04/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/13/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/30/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/24/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cara Elizabeth Sharkey.
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