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Eric Douglas Smith

State Farm Investment Management Corp.

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About Eric Douglas Smith

Eric Douglas Smith is a financial professional with over 20 years of experience in the industry. Eric is currently registered with State Farm Investment Management Corp. and is licensed to provide investment advice in Arizona, California, Kansas, and Missouri. Eric has a strong background in insurance, having also owned Eric Smith Insurance Agency since June 2022. Eric focuses on providing personalized investment advice and financial planning services to individuals and families. Eric has experience working with clients to meet their investment goals, such as retirement planning, college savings, and estate planning. Eric holds the Series 6, Series 63, and Series 65 licenses.

Firm Information

Eric Smith 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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Eric Smith’s Registration & Firm History

CA

05/02/2024 - Present

State Farm Investment Management Corp. (San Diego CA)

IL

03/16/2000 - 07/25/2002

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

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Licenses & Designations

IA

Issued 11/20/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/11/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/11/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Douglas Smith.
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