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Cole Walters

State Farm Investment Management Corp.

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About Cole Walters

Cole Walters is a financial advisor with State Farm Investment Management Corp., a company headquartered in Bloomington, Illinois. Cole Walters is registered with the state of Georgia as an Investment Advisor Representative. Cole Walters has been in the securities industry since October 2020. Cole Walters has completed the Uniform Investment Adviser Law Examination (Series 65) and the Uniform Securities Agent State Law Examination (Series 63), as well as the Investment Company Products/Variable Contracts Representative Examination (Series 6TO) and the Securities Industry Essentials Examination (SIE). Cole Walters also owns and operates the Cole Walters Insurance Agency.

Firm Information

Cole Walters 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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Cole Walters’s Registration & Firm History

GA

04/25/2022 - Present

State Farm Investment Management Corp. (Dawsonville GA)

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Licenses & Designations

IA

Issued 04/19/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/30/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/21/2020

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

BC

Issued 10/09/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cole Walters.
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