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Chad Frank Cruse

State Farm Investment Management Corp.

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About Chad Frank Cruse

Chad Cruse is a financial advisor with State Farm Investment Management Corp. Chad has been in the industry since 1998 and has experience working for both Morgan Stanley DW Inc. and H&R Block Financial Advisors, Inc. Chad holds a Series 65, Series 63, Series 6, Series 7, Series 31, and Series 52 licenses and has been a registered investment advisor in Florida, Illinois, Iowa, Kentucky, and Wisconsin. Chad is also a partner in a real estate company that owns the building where his agency is located. Chad specializes in providing portfolio management for individuals and investment companies.

Firm Information

Chad Cruse 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 Cruse’s Registration & Firm History

IL

12/08/2023 - Present

State Farm Investment Management Corp. (Moline IL)

NY

08/29/2000 - 03/25/2004

MORGAN STANLEY DW INC. (PURCHASE NY)

MI

07/24/1998 - 08/31/2000

H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)

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Licenses & Designations

IA

Issued 10/30/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/06/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

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

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/19/2000

Series 31 - Futures Managed Funds Examination

BC

Issued 10/08/1998

Series 7 - General Securities Representative Examination

BC

Issued 07/23/1998

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chad Frank Cruse.
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