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Charles Alden Gilbert

State Farm Investment Management Corp.

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About Charles Alden Gilbert

Charles Gilbert is a financial advisor at State Farm Investment Management Corp. Charles has been a financial advisor since 2005 and is registered with the state of Delaware as a broker-dealer and investment advisor. Charles is also registered with the state of Maryland, New Jersey, New York and Pennsylvania as a broker-dealer and investment advisor. Charles holds FINRA Series 6, 63 and SIE licenses. Charles has over 14 years of experience in the financial services industry and has previously been employed by State Farm VP Management Corp., Nationwide Securities, Inc., MetLife Securities Inc. and Metropolitan Life Insurance Company. Charles' primary office location is in Wilmington, DE.

Firm Information

Charles Gilbert 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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Charles Gilbert’s Registration & Firm History

DE

05/05/2020 - Present

State Farm Investment Management Corp. (Wilmington DE)

DE

09/11/2007 - 04/04/2011

STATE FARM VP MANAGEMENT CORP. (NEWARK DE)

DE

09/28/2005 - 08/23/2007

NATIONWIDE SECURITIES, INC. (WILMINGTON DE)

MA

10/28/2004 - 07/29/2005

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

10/28/2004 - 07/29/2005

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/18/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/17/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/17/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles Alden Gilbert.
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