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John Peter Schmick

State Farm Investment Management Corp.

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About John Peter Schmick

John Schmick is a financial advisor with State Farm Investment Management Corp. John has been in the financial services industry since 2001. John works with individuals and investment companies to help them reach their financial goals.

Firm Information

John Schmick 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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John Schmick’s Registration & Firm History

WA

06/30/2022 - Present

State Farm Investment Management Corp. (Edmonds WA)

OR

08/13/2019 - 10/18/2021

MML INVESTORS SERVICES, LLC (Wilsonville OR)

WA

01/03/2018 - 06/05/2019

PRUCO SECURITIES, LLC. (BELLEVUE WA)

PA

11/17/2016 - 03/06/2017

FIDUCIARY ADVISORS, LLC (PHILADELPHIA PA)

MA

09/01/2015 - 09/01/2016

TSC DISTRIBUTORS, LLC (BOSTON MA)

WA

08/18/2014 - 05/29/2015

RP CAPITAL LLC (GIG HARBOR WA)

CA

07/27/2011 - 12/31/2011

LORING WARD SECURITIES INC. (SAN JOSE CA)

WA

02/07/2001 - 12/01/2008

RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (TACOMA WA)

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Licenses & Designations

BC

Issued 10/31/2015

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 12/11/2007

Series 66 - Uniform Combined State Law 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 03/11/2013

Series 3 - National Commodity Futures Examination

BC

Issued 02/06/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for John Peter Schmick. Review regulatory record here.
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