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David Marco Chavez

State Farm Investment Management Corp.

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About David Marco Chavez

David Chavez is a financial professional with over 30 years of experience in the industry. David is registered with State Farm Investment Management Corp. and is a Chartered Financial Consultant. David works with clients to develop financial plans and strategies to help them reach their goals. David is also licensed in both Kansas and Missouri.

Firm Information

David Chavez 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 Chavez’s Registration & Firm History

KS

04/10/2019 - Present

State Farm Investment Management Corp. (Roeland Park KS)

KS

05/24/2001 - 06/26/2001

IRON STREET SECURITIES INC. (SALINA KS)

MO

01/14/1999 - 06/07/1999

SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)

CT

07/07/1993 - 12/31/1996

HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)

NE

03/20/1992 - 09/16/1992

AMERITAS INVESTMENT CORP. (LINCOLN NE)

NA

01/28/1988 - 03/04/1991

F & G SECURITIES, INC.

NA

09/08/1986 - 11/16/1987

BMA FINANCIAL SERVICES, INC.

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Licenses & Designations

BC

Issued 06/05/1986

Series 63 - Uniform Securities Agent State Law 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 09/04/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Marco Chavez.
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