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Mary Elizabeth Burgess

State Farm Investment Management Corp.

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About Mary Elizabeth Burgess

Mary Elizabeth Burgess is an active Investment Advisor Representative with State Farm Investment Management Corp. and has been in the industry since September 5, 2000. Mary Burgess is also registered as a Broker in Georgia, North Carolina, South Carolina, Tennessee and Virginia. Mary Burgess previously worked at Lutheran Brotherhood Securities Corp. and has experience providing investment advice to individuals and investment companies. Mary Elizabeth Burgess is registered with FINRA and holds the Series 6, Series 63, and SIE licenses. Mary Burgess has a designation as a Chartered Financial Consultant. Mary Burgess is also the owner of Mary Burgess's Insurance Agency, and has other business interests in real estate.

Firm Information

Mary Burgess 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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Mary Burgess’s Registration & Firm History

NC

05/05/2020 - Present

State Farm Investment Management Corp. (Kannapolis NC)

MN

08/02/2000 - 02/16/2001

LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 10/05/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/01/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mary Elizabeth Burgess.
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