linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Isaac J. Wilmeth

State Farm Investment Management Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Isaac? Claim Your Profile

About Isaac J. Wilmeth

Isaac J. Wilmeth is a financial professional with over 20 years of experience in the industry. Isaac is currently a registered representative with State Farm Investment Management Corp., where Isaac has been employed since August 2018. Previously, Isaac worked with Jackson National Life Distributors LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Isaac holds Series 7, 24, 63 and 6TO licenses and is a Chartered Financial Consultant.

Firm Information

Isaac Wilmeth 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.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Isaac Wilmeth’s Registration & Firm History

CO

08/13/2018 - Present

State Farm Investment Management Corp. (Lone Tree CO)

TN

02/23/2006 - 09/04/2007

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)

TN

09/14/2000 - 02/23/2006

JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)

NY

05/15/2000 - 09/05/2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

Not sure if Isaac J. Wilmeth is right for you?

Licenses & Designations

BC

Issued 01/19/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/31/2004

Series 24 - General Securities Principal 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 11/17/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Isaac J. Wilmeth.
Not sure if Isaac J. Wilmeth is right for you?