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Demetrike Wells-o'brien

State Farm Investment Management Corp.

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About Demetrike Wells-o'brien

Demetrike Wells-o'Brien is an Investment Advisor Representative at State Farm Investment Management Corp., located in Ann Arbor, MI. Demetrike is licensed in Michigan and offers investment advisory services for individuals and investment companies. Demetrike is also a licensed insurance agent with State Farm Mutual Automobile Insurance Company and its affiliates. In addition to their work at State Farm Investment Management Corp., Demetrike is also the owner of Demetrike Wells-O'Brien Insurance Agency.

Firm Information

Demetrike Wells-o'brien 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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Demetrike Wells-o'brien’s Registration & Firm History

MI

09/15/2022 - Present

State Farm Investment Management Corp. (Ann Arbor MI)

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Licenses & Designations

IA

Issued 09/06/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/15/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/15/2022

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

BC

Issued 05/16/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Demetrike Wells-o'brien.
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