linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Chad E Peterson

State Farm Investment Management Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Chad? Claim Your Profile

About Chad E Peterson

Chad Peterson is an investment advisor representative at State Farm Investment Management Corp. Chad has been in the financial services industry since 2006. Chad holds Series 6, 63, 65 and 26 securities licenses. Chad also has licenses in Arizona, New Mexico and Texas. Chad's prior experience includes working at FBL Marketing Services, LLC and Madison Avenue Securities, LLC. Chad is also the owner of Chad Peterson's Insurance Agency, which provides insurance services. Chad focuses on providing portfolio management for individuals and investment companies.

Firm Information

Chad Peterson 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.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Chad Peterson’s Registration & Firm History

NM

06/27/2023 - Present

State Farm Investment Management Corp. (Las Cruces NM)

NM

04/24/2018 - 07/01/2019

MADISON AVENUE SECURITIES, LLC (RUIDOSO NM)

NM

05/05/2006 - 04/13/2018

FBL MARKETING SERVICES, LLC (Albuquerque NM)

Not sure if Chad E Peterson is right for you?

Licenses & Designations

BC

Issued 07/10/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 06/20/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/22/2013

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 07/25/2023

SIE - Securities Industry Essentials Examination

BC

Issued 07/25/2023

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

BC

Issued 05/04/2006

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 E Peterson.
Not sure if Chad E Peterson is right for you?