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Ethan Lazarus

State Farm Investment Management Corp.

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About Ethan Lazarus

Ethan Lazarus is a registered investment advisor representative with State Farm Investment Management Corp. Ethan has been in the financial services industry for several years and holds Series 63 and Series 65 licenses as well as the Series 6TO and SIE licenses. Ethan is a Maryland resident and is registered with the state of Maryland as well as the District of Columbia, Pennsylvania, and Virginia. Ethan's primary practice is focused on portfolio management for individuals and investment companies. In addition to working as a registered investment advisor representative, Ethan also runs Ethan Lazarus's Insurance Agency which offers insurance products through State Farm Mutual Automobile Insurance Company and its affiliates.

Firm Information

Ethan Lazarus 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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Ethan Lazarus’s Registration & Firm History

MD

09/11/2024 - Present

State Farm Investment Management Corp. (Clarksville MD)

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Licenses & Designations

IA

Issued 09/04/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/05/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/15/2024

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

BC

Issued 09/27/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ethan Lazarus.
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