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Garrett David Schafer

State Farm Investment Management Corp.

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About Garrett David Schafer

Garrett David Schafer is a financial advisor with State Farm Investment Management Corp. in Alpharetta, Georgia. Garrett has been in the industry since June 16, 2013, and has experience with State Farm VP Management Corp. and Northwestern Mutual Investment Services, LLC. Garrett is licensed to provide financial advice in Georgia, South Carolina, and Tennessee.

Firm Information

Garrett Schafer 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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Garrett Schafer’s Registration & Firm History

GA

10/19/2023 - Present

State Farm Investment Management Corp. (Alpharetta GA)

GA

04/11/2013 - 08/13/2019

STATE FARM VP MANAGEMENT CORP. (ALPHARETTA GA)

IL

03/11/2011 - 03/20/2012

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

GA

08/19/2009 - 08/21/2009

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ATLANTA GA)

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Licenses & Designations

IA

Issued 09/19/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/20/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

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

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/18/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Garrett David Schafer. Review regulatory record here.
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