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Gregory Scott Stuart

State Farm Investment Management Corp.

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About Gregory Scott Stuart

Gregory Stuart is a financial professional with over 25 years of experience in the financial services industry. Gregory is a registered representative with State Farm Investment Management Corp. and holds the Series 6, 63, and SIE licenses. He is a Chartered Financial Consultant and provides a wide range of financial services, including portfolio management for individuals and investment companies. Previously, Gregory has also worked as a registered representative with State Farm VP Management Corp. in Bloomington, IL. Gregory is also the owner and operator of Stuart Road Racing LLC and Greg Stuart's Insurance Agency.

Firm Information

Gregory Stuart 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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Gregory Stuart’s Registration & Firm History

IN

12/05/2022 - Present

State Farm Investment Management Corp. (Aurora IN)

IL

11/19/1997 - 04/02/2009

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

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Licenses & Designations

BC

Issued 12/23/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/21/2019

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/2019

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

BC

Issued 11/15/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory Scott Stuart.
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