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Dawon Coleman

State Farm Investment Management Corp.

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About Dawon Coleman

Dawon Coleman is a financial advisor with State Farm Investment Management Corp. in Chandler, Arizona. Dawon has been in the industry for 10 years. Dawon Coleman has a Series 7, Series 66, and Series 65 license. Dawon Coleman has worked for various firms, including Wells Fargo Advisors, LLC, Farmers Financial Solutions, LLC, BBVA Securities Inc., FBL Marketing Services, LLC, and State Farm Insurance. Dawon Coleman specializes in Portfolio management for individuals and Portfolio management for investment companies. Dawon Coleman's insurance agency is based in Chandler, Arizona.

Firm Information

Dawon Coleman 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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Dawon Coleman’s Registration & Firm History

AZ

01/18/2023 - Present

State Farm Investment Management Corp. (Chandler AZ)

AZ

11/17/2020 - 05/11/2021

FBL MARKETING SERVICES, LLC (Scottsdale AZ)

AZ

02/22/2019 - 11/16/2020

BBVA SECURITIES INC. (GILBERT AZ)

AZ

09/08/2016 - 02/27/2019

FARMERS FINANCIAL SOLUTIONS, LLC (SCOTTSDALE AZ)

AZ

05/23/2013 - 07/22/2016

WELLS FARGO ADVISORS, LLC (CHANDLER AZ)

AZ

09/13/2012 - 05/24/2013

EDWARD JONES (GILBERT AZ)

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Licenses & Designations

IA

Issued 11/01/2019

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 12/06/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/19/2023

Series 7TO - General Securities Representative 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 09/12/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dawon Coleman.
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