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Gerald Wesley Duncan

State Farm Investment Management Corp.

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About Gerald Wesley Duncan

Gerald Wesley Duncan is an investment advisor representative at State Farm Investment Management Corp. Gerald is registered with the state of West Virginia to provide both securities and investment advisory services. He is also a registered representative with the Financial Industry Regulatory Authority (FINRA), which is a self-regulatory organization for the securities industry. Gerald has been in the industry since 2014. Gerald is a licensed investment advisor representative and is registered to offer advisory services in West Virginia. Gerald has passed the Uniform Investment Adviser Law Examination (Series 65) and the Uniform Securities Agent State Law Examination (Series 63). He also holds the Series 6 and SIE licenses. His firm, State Farm Investment Management Corp., is based in Bloomington, Illinois. Gerald has been affiliated with State Farm Investment Management Corp. since June of 2021.

Firm Information

Gerald Duncan 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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Gerald Duncan’s Registration & Firm History

WV

06/22/2021 - Present

State Farm Investment Management Corp. (Daniels WV)

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Licenses & Designations

IA

Issued 05/06/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/21/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/11/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gerald Wesley Duncan.
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