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Cynthia Lynn Cason

State Farm Investment Management Corp.

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About Cynthia Lynn Cason

Cynthia Cason is a Registered Representative and Investment Advisor Representative with State Farm Investment Management Corp. Cynthia is licensed to provide investment advice and services in Indiana, Kentucky, and Ohio. Cynthia has been in the financial services industry since 2013. Cynthia has several years of experience in the insurance industry and is also an insurance agent for State Farm Mutual Automobile Insurance Company and its affiliates. Cynthia is committed to providing her clients with personalized financial advice and services. Cynthia is dedicated to helping her clients achieve their financial goals.

Firm Information

Cynthia Cason 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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Cynthia Cason’s Registration & Firm History

KY

02/02/2024 - Present

State Farm Investment Management Corp. (Union KY)

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Licenses & Designations

IA

Issued 01/25/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/16/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/09/2021

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

BC

Issued 12/01/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cynthia Lynn Cason.
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