Unclaimed
Isaiah Michael Wagner is an investment advisor representative with State Farm Investment Management Corp. who is registered in Pennsylvania. Isaiah has been in the securities industry since November 2022, and has Series 63, 65 and SIE licenses. Isaiah also holds a Series 6TO license, which allows them to sell mutual funds and variable annuities. State Farm Investment Management Corp. manages over $10 billion in assets for clients, including investment companies, and provides investment management for individuals and investment companies. The firm's office is located in Bloomington, Illinois.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
PA
04/25/2024 - Present
State Farm Investment Management Corp. (Mifflintown PA)
IA
Issued 09/13/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/03/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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