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Cheryl Ruedy

State Farm Investment Management Corp.

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About Cheryl Ruedy

Cheryl Ruedy is a registered investment advisor representative with State Farm Investment Management Corp. Cheryl has been in the industry since 2009 and has a strong background in both insurance and financial services. Cheryl holds the Series 63, Series 65, Series 66, Series 7 and the SIE. Cheryl is a dedicated professional with a passion for helping her clients reach their financial goals. Cheryl provides portfolio management for individuals and investment companies. Cheryl has a reputation for providing exceptional customer service and building strong relationships with her clients.

Firm Information

Cheryl Ruedy 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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Cheryl Ruedy’s Registration & Firm History

WI

01/31/2024 - Present

State Farm Investment Management Corp. (Stevens Point WI)

MN

03/26/2009 - 09/13/2013

THRIVENT INVESTMENT MANAGEMENT INC. (EDEN VALLEY MN)

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Licenses & Designations

IA

Issued 09/08/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/05/2023

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 04/08/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/15/2023

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

BC

Issued 03/18/2023

SIE - Securities Industry Essentials Examination

BC

Issued 03/25/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cheryl Ruedy.
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