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Deborah Lynn Montgomery

State Farm Investment Management Corp.

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About Deborah Lynn Montgomery

Deborah Lynn Montgomery is a registered investment advisor representative with State Farm Investment Management Corp. Deborah has been in the financial services industry for over 25 years and holds the Series 6 and SIE licenses. Deborah is also a Chartered Financial Consultant and has her own insurance agency, Deborah Montgomery's Insurance Agency. Deborah is located in Westerville, Ohio.

Firm Information

Deborah Montgomery 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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Deborah Montgomery’s Registration & Firm History

OH

07/17/2023 - Present

State Farm Investment Management Corp. (Westerville OH)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/07/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Deborah Lynn Montgomery.
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