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Matt Justin Bauer

State Farm Investment Management Corp.

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About Matt Justin Bauer

Matt Bauer is a financial professional with over 20 years of experience in the industry. Matt is currently registered with State Farm Investment Management Corp. and holds Series 6, 7, 66, and SIE licenses. Matt has also been a State Farm agent since 2013 and owns Matt Bauer's Insurance Agency. Matt is a Chartered Financial Consultant (ChFC®) and has worked for several firms including Weeden & Co. L.P. and Merrill Lynch. Matt is committed to providing clients with personalized financial advice and guidance. Matt works with a variety of clients including individuals, families, and businesses. Matt has a strong understanding of the financial markets and is dedicated to helping clients achieve their financial goals.

Firm Information

Matt Bauer 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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Matt Bauer’s Registration & Firm History

IL

03/01/2024 - Present

State Farm Investment Management Corp. (Northbrook IL)

IL

05/17/1998 - 04/26/2011

WEEDEN & CO.L.P. (ROSEMONT IL)

NY

03/20/1998 - 04/30/1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 04/03/1998

Series 66 - Uniform Combined State Law 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 03/18/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matt Justin Bauer.
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