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Matthew Charles Kwiatkowski

State Farm Investment Management Corp.

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About Matthew Charles Kwiatkowski

Matthew Kwiatkowski is a financial professional with State Farm Investment Management Corp. Matthew is registered as a Registered Representative (Series 6) and an Investment Advisor Representative (Series 65). Matthew has been in the financial services industry since June 2014. Matthew's current registrations include Illinois, Indiana, Kentucky, and Ohio. Matthew has experience in investment management, financial planning, and insurance. Matthew is based in Franklin, Indiana, and works at State Farm Investment Management Corp's branch office in Franklin, Indiana.

Firm Information

Matthew Kwiatkowski 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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Matthew Kwiatkowski’s Registration & Firm History

IN

10/23/2024 - Present

State Farm Investment Management Corp. (Franklin IN)

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Licenses & Designations

IA

Issued 03/13/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/11/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/30/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Charles Kwiatkowski.
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