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Mark Dennis Cortesi

State Farm Investment Management Corp.

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About Mark Dennis Cortesi

Mark Dennis Cortesi is a financial advisor with over 20 years of experience in the industry. Mark is registered with State Farm Investment Management Corp. and has been with the firm since August 2018. Mark specializes in portfolio management for individuals and portfolio management for investment companies. Mark has held various roles within State Farm Insurance. Prior to joining State Farm Investment Management Corp., Mark was employed by State Farm VP Management Corp. and American Express Financial Advisors Inc. Mark is also a licensed insurance agent with Mark Cortesi's Insurance Agency. Mark is registered with the state of Illinois and holds Series 6, 7, 26, 65, and 66 licenses. Mark is also a member of The Music Is The Medicine Foundation.

Firm Information

Mark Cortesi 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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Mark Cortesi’s Registration & Firm History

IL

09/24/2024 - Present

State Farm Investment Management Corp. (Springfield IL)

IL

08/21/2002 - 05/11/2004

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

MN

04/20/1999 - 05/08/2002

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

04/20/1999 - 05/08/2002

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 06/12/2019

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 06/08/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/15/2005

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 04/19/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Dennis Cortesi.
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