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Leonard Edward Schaeffer iii

State Farm Investment Management Corp.

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About Leonard Edward Schaeffer iii

Leonard Edward Schaeffer iii is an investment advisor representative who has been working in the financial services industry for over 15 years. Leonard has a Series 6, Series 63, and Series 65 licenses. Leonard is currently registered with State Farm Investment Management Corp. in Georgia and South Carolina. Leonard specializes in providing financial and investment advice to individual investors, and managing the assets of investment companies. Prior to joining State Farm, Leonard had worked at STATE FARM VP MANAGEMENT CORP. and operated an insurance agency under the name Lenny Schaeffer Insurance Agency. Leonard is also a board member of Curtis Baptist Church Foundation.

Firm Information

Leonard Schaeffer iii 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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Leonard Schaeffer iii’s Registration & Firm History

GA

02/25/2020 - Present

State Farm Investment Management Corp. (Thomson GA)

IL

04/24/2001 - 03/07/2011

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

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Licenses & Designations

IA

Issued 02/24/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/10/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/02/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Leonard Edward Schaeffer iii.
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