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Eric S. Esch

State Farm Investment Management Corp.

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About Eric S. Esch

Eric Esch is a registered Investment Advisor Representative with State Farm Investment Management Corp. Eric has been in the industry since 2012. Eric is licensed to offer investment advice in Illinois, Indiana, and Wisconsin. Eric has successfully passed the Series 6, 63, and 65 exams. Eric is also a licensed insurance agent with Eric Esch's Insurance Agency and Premier Agency Solutions, LLC. Eric is an active member of the financial services community and is committed to providing clients with personalized financial advice and services.

Firm Information

Eric Esch 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 Esch’s Registration & Firm History

IL

04/05/2021 - Present

State Farm Investment Management Corp. (Arlington Heights IL)

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Licenses & Designations

IA

Issued 03/12/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/30/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/22/2012

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 S. Esch.
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