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Elizabeth Lynne Warren

State Farm Investment Management Corp.

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About Elizabeth Lynne Warren

Elizabeth Lynne Warren is a registered investment advisor representative in Maine, New Hampshire and Vermont. She holds the Series 63, Series 65, Series 6TO and SIE licenses. Elizabeth Lynne Warren is currently employed by State Farm Investment Management Corp and has been with the firm since April 2023. Elizabeth Lynne Warren's background also includes experience with Lynne Warren's Insurance Agency, WTS Company, LLC / WTS Inc., State Farm Insurance, and State Farm VP Management Corp. Elizabeth Lynne Warren has been in the financial services industry since June 2011. Elizabeth Lynne Warren specializes in portfolio management for individuals and investment companies.

Firm Information

Elizabeth Warren 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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Elizabeth Warren’s Registration & Firm History

NH

04/28/2023 - Present

State Farm Investment Management Corp. (Lincoln NH)

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Licenses & Designations

BC

Issued 05/01/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 04/13/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/03/2023

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

BC

Issued 03/23/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Elizabeth Lynne Warren.
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