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Jeffrey Lynn Zuspann

State Farm Investment Management Corp.

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About Jeffrey Lynn Zuspann

Jeffrey Zuspann is a financial professional with over 20 years of experience in the financial services industry. Jeffrey is currently registered with State Farm Investment Management Corp. and has held previous registrations with several firms, including Northwestern Mutual Investment Services, Inc. and Robert W. Baird & Co. Incorporated. Jeffrey holds a variety of licenses and designations including the Series 7, 6, 63, and 26, as well as the Chartered Financial Consultant designation. Jeffrey specializes in providing financial and investment advisory services to individuals and investment companies.

Firm Information

Jeffrey Zuspann 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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Jeffrey Zuspann’s Registration & Firm History

DE

06/18/2020 - Present

State Farm Investment Management Corp. (Wilmington DE)

IL

08/29/2000 - 04/11/2001

STATE FARM INVESTMENT MANAGEMENT CORP. (BLOOMINGTON IL)

WI

09/29/1994 - 11/11/1996

NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)

WI

09/29/1994 - 10/16/1995

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

BC

Issued 11/10/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/18/2004

Series 26 - Investment Company Products/Variable Contracts 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 08/28/2000

Series 7 - General Securities Representative Examination

BC

Issued 09/28/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Lynn Zuspann.
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