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David Webster Topolnicki

State Farm Investment Management Corp.

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About David Webster Topolnicki

David Topolnicki is a financial advisor with over 20 years of experience in the industry. David is registered with State Farm Investment Management Corp. and is licensed in Colorado and Texas. David has a strong track record of helping clients achieve their financial goals. David is committed to providing personalized financial advice and guidance to help his clients make informed decisions about their financial future. David holds a Series 6, Series 63, and Series 6TO licenses. David also holds the Chartered Financial Consultant (ChFC®) designation.

Firm Information

David Topolnicki 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 Topolnicki’s Registration & Firm History

CO

04/17/2024 - Present

State Farm Investment Management Corp. (Castle Rock CO)

OR

04/12/2001 - 07/24/2001

M HOLDINGS SECURITIES, INC. (PORTLAND OR)

AZ

04/14/1997 - 09/30/1997

SIMMERS CAPITAL MANAGEMENT CORPORATION (PHOENIX AZ)

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Licenses & Designations

BC

Issued 03/26/2024

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 03/25/1997

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 Webster Topolnicki.
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