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Cindy Rae MacTaggart

State Farm Investment Management Corp.

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About Cindy Rae MacTaggart

Cindy MacTaggart is a financial professional with over 20 years of experience in the financial services industry. Cindy is a registered representative of State Farm Investment Management Corp. and holds the Series 6, Series 63 and SIE licenses. Cindy has held previous registrations with State Farm VP Management Corp., Beaconsfield Financial Services, Inc., and Olde Economie Financial Consultants, Ltd. Cindy currently provides investment advice and portfolio management services to individuals and investment companies. Cindy also owns and operates Cindy MacTaggart’s Insurance Agency.

Firm Information

Cindy MacTaggart 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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Cindy MacTaggart’s Registration & Firm History

PA

02/27/2024 - Present

State Farm Investment Management Corp. (Butler PA)

IL

10/15/2008 - 09/10/2009

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

PA

01/03/2007 - 12/31/2007

BEACONSFIELD FINANCIAL SERVICES, INC. (BUTLER PA)

PA

01/20/2000 - 12/31/2006

OLDE ECONOMIE FINANCIAL CONSULTANTS, LTD. (BADEN PA)

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Licenses & Designations

BC

Issued 12/15/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/19/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cindy Rae MacTaggart.
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