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Garry Norman Peterson

State Farm Investment Management Corp.

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About Garry Norman Peterson

Garry Peterson is a financial professional with over 35 years of experience in the financial services industry. Garry is a Registered Representative of State Farm Investment Management Corp. and has experience working with a variety of clients, including individuals, families, and businesses. Garry is committed to providing clients with personalized financial advice and services, and he believes in building long-term relationships with his clients.

Firm Information

Garry Peterson 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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Garry Peterson’s Registration & Firm History

OH

08/10/2018 - Present

State Farm Investment Management Corp. (Ottawa OH)

OH

11/30/2000 - 07/08/2002

FORT WASHINGTON BROKERAGE SERVICES, INC. (CINCINNATI OH)

NE

04/28/1999 - 09/21/2000

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)

NY

08/07/1996 - 02/27/1999

NYLIFE SECURITIES INC. (NEW YORK NY)

NE

10/03/1984 - 06/28/1996

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)

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Licenses & Designations

BC

Issued 11/01/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/26/1999

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/27/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Garry Norman Peterson.
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