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Drew Herb

State Farm Investment Management Corp.

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About Drew Herb

Drew Herb is a registered representative with State Farm Investment Management Corp. Drew is located in Colmar, PA and has been in the financial services industry since July 2011. Drew has passed both Series 63 and 65 exams. Drew is registered in Delaware, Maryland, New Jersey and Pennsylvania.

Firm Information

Drew Herb 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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Drew Herb’s Registration & Firm History

PA

05/11/2023 - Present

State Farm Investment Management Corp. (Colmar PA)

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Licenses & Designations

IA

Issued 04/28/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/16/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/09/2023

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

BC

Issued 09/23/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Drew Herb.
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