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Heriberto Bermea

State Farm Investment Management Corp.

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About Heriberto Bermea

Heriberto Bermea is a registered investment advisor representative with State Farm Investment Management Corp. Heriberto has been in the financial services industry since 2012. He is registered with the states of Arkansas, Louisiana, Oklahoma, and Texas. He is also a registered representative of State Farm Investment Management Corp. Heriberto is dedicated to providing his clients with personalized financial advice and guidance. He has a strong understanding of the financial markets and is committed to helping his clients achieve their financial goals. Heriberto offers a wide range of financial services to individuals and families, including portfolio management, financial planning, and retirement planning. He believes in building strong relationships with his clients and is committed to providing them with the highest level of service.

Firm Information

Heriberto Bermea 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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Heriberto Bermea’s Registration & Firm History

TX

07/14/2023 - Present

State Farm Investment Management Corp. (FT WORTH TX)

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Licenses & Designations

IA

Issued 07/08/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/22/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/12/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Heriberto Bermea. Review regulatory record here.
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