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Christopher Bernhardt Summers

State Farm Investment Management Corp.

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About Christopher Bernhardt Summers

Christopher Summers is a financial professional with over 16 years of experience in the industry. Christopher holds the Series 6 and Series 63 licenses and is registered with State Farm Investment Management Corp. in Oregon and Washington. Christopher has a designation of Chartered Financial Consultant. Christopher provides investment advisory services to investment companies and individuals. In addition to his financial career, Christopher is also a board member for Cardinal Football in Portland, OR.

Firm Information

Christopher Summers 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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Christopher Summers’s Registration & Firm History

OR

05/03/2021 - Present

State Farm Investment Management Corp. (Portland OR)

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Licenses & Designations

BC

Issued 11/18/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/28/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Bernhardt Summers.
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