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Erin Dale Schwan

State Farm Investment Management Corp.

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About Erin Dale Schwan

Erin Schwan is a financial advisor in Broadview Heights, Ohio. Erin has been working in the financial industry since 2010 and has a Series 6, Series 63, SIE and Series 65 license. Erin currently works with State Farm Investment Management Corp. and has previously worked with Key Investment Services LLC, PNC Investments, J.P. Morgan Securities LLC and Chase Investment Services Corp. Erin Schwan specializes in providing financial advice to individuals and investment companies.

Firm Information

Erin Schwan 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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Erin Schwan’s Registration & Firm History

OH

04/09/2019 - Present

State Farm Investment Management Corp. (Broadview Heights OH)

OH

03/23/2017 - 12/19/2017

KEY INVESTMENT SERVICES LLC (MEDINA OH)

OH

03/16/2016 - 12/09/2016

PNC INVESTMENTS (N. OLMSTED OH)

OH

10/01/2012 - 02/03/2016

J.P. MORGAN SECURITIES LLC (STRONGSVILLE OH)

OH

03/01/2010 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (STRONGSVILLE OH)

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Licenses & Designations

IA

Issued 07/07/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/16/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/19/2017

SIE - Securities Industry Essentials Examination

BC

Issued 02/26/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Erin Dale Schwan. Review regulatory record here.
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