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Chad David Toney

State Farm Investment Management Corp.

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About Chad David Toney

Chad David Toney is a registered investment advisor representative with State Farm Investment Management Corp., and has been in the industry since 1998. Chad has a Series 6, Series 63, and Series 65 license, as well as the SIE Exam. Chad is registered with the states of North Carolina and Ohio. Chad has a Branch Office location in Marion, NC. Chad also owns and operates Chad Toney's Insurance Agency. Chad is an insurance agent for State Farm Mutual Automobile Insurance Company and its affiliates. Chad specializes in providing portfolio management services for individuals and investment companies. Chad is also an owner of TONEY ENTERPRISES, LLC, a non-investment related business.

Firm Information

Chad Toney 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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Chad Toney’s Registration & Firm History

NC

10/18/2024 - Present

State Farm Investment Management Corp. (Marion NC)

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Licenses & Designations

IA

Issued 10/05/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/18/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/25/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chad David Toney.
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