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David John Klatt

State Farm Investment Management Corp.

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About David John Klatt

David John Klatt is a financial advisor with State Farm Investment Management Corp. with 31 years of experience in the financial services industry. David is a registered representative in Iowa, Minnesota, and South Dakota and has a Series 63 and 65 license. David is also a registered investment advisor in Iowa, Minnesota, and South Dakota. David previously worked at Raymond James Financial Services, Inc., Robert Thomas Securities, Inc, Primevest Financial Services, Inc., and Edward D. Jones & Co., L.P. David specializes in Portfolio Management for Individuals and Portfolio Management for Investment Companies.

Firm Information

David Klatt 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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David Klatt’s Registration & Firm History

MN

10/20/2023 - Present

State Farm Investment Management Corp. (Albert Lea MN)

FL

01/04/1999 - 07/06/2001

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

FL

02/25/1997 - 01/04/1999

ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)

MN

01/12/1996 - 02/24/1997

PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)

MO

05/18/1992 - 01/05/1996

EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 07/09/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/20/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/22/1997

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

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

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/14/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David John Klatt.
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