linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Joseph William Akey

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 Joseph? Claim Your Profile

About Joseph William Akey

Joseph William Akey is an investment advisor representative currently registered with State Farm Investment Management Corp. Akey is a registered investment advisor with a Series 63, Series 65 and a Series 6TO license. Akey has been in the financial services industry for more than a decade, and has been with State Farm for over a year. Akey's experience in the financial services industry, coupled with his licenses, makes him a valuable asset to his clients. Akey has also been involved in the insurance industry for over a decade, and has been involved in the insurance industry for over a decade, and has been the owner and agent of Joe Akey's Insurance Agency since May 2023. This experience gives Joseph William Akey a well-rounded perspective of the financial services industry.

Firm Information

Joseph Akey 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.

Joseph Akey’s Registration & Firm History

MT

12/21/2022 - Present

State Farm Investment Management Corp. (Whitefish MT)

Not sure if Joseph William Akey is right for you?

Licenses & Designations

IA

Issued 06/30/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/18/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/01/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/16/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph William Akey.
Not sure if Joseph William Akey is right for you?