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Lucas Allen Grounds

State Farm Investment Management Corp.

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About Lucas Allen Grounds

Lucas Grounds is a registered investment advisor representative with State Farm Investment Management Corp. Lucas is licensed in Arkansas, Oklahoma, and Texas. Lucas has been in the financial services industry since March 24, 2014. Lucas also has a Series 63 license, Series 6 license and has passed the SIE exam. In addition to being an investment advisor representative, Lucas also owns and operates Lucas Grounds Insurance Agency in Stillwater, Oklahoma. Lucas Grounds is a dedicated and experienced financial advisor with a deep understanding of the financial services industry. Lucas is committed to providing his clients with personalized financial advice and guidance to help them reach their financial goals.

Firm Information

Lucas Grounds 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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Lucas Grounds’s Registration & Firm History

OK

05/30/2023 - Present

State Farm Investment Management Corp. (Stillwater OK)

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Licenses & Designations

IA

Issued 05/16/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/15/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/25/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lucas Allen Grounds.
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