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Clifford John Gaubert

State Farm Investment Management Corp.

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About Clifford John Gaubert

Clifford Gaubert is an investment advisor representative with State Farm Investment Management Corp.. Clifford Gaubert has been in the financial services industry since March 18, 1998. Clifford Gaubert has passed the Series 63, Series 6, and Series 65 exams. Clifford Gaubert is registered with the state of Louisiana, South Carolina. Clifford Gaubert's current registrations are: Investment Advisor Representative in Louisiana, Investment Advisor Representative in South Carolina. Clifford Gaubert is also the owner of Cliff Gaubert's Insurance Agency and CED Real Estate Holdings, LLC. In addition, Clifford Gaubert is a board member of the Croft Fire District.

Firm Information

Clifford Gaubert 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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Clifford Gaubert’s Registration & Firm History

SC

06/21/2023 - Present

State Farm Investment Management Corp. (SPARTANBURG SC)

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Licenses & Designations

IA

Issued 06/17/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/27/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/16/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Clifford John Gaubert.
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