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Matthew Charles Wessel

State Farm Investment Management Corp.

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About Matthew Charles Wessel

Matthew Charles Wessel is a financial advisor at State Farm Investment Management Corp. with over 20 years of experience in the financial services industry. Matthew has a Series 6 and Series 65 license. Matthew is registered with the state of Florida. Matthew specializes in providing investment advice to individuals and investment companies. Matthew also owns and operates Matthew Wessel's Insurance Agency, which offers insurance services.

Firm Information

Matthew Wessel 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 Wessel’s Registration & Firm History

FL

02/13/2019 - Present

State Farm Investment Management Corp. (Miami FL)

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Licenses & Designations

IA

Issued 12/26/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/23/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Matthew Charles Wessel. Review regulatory record here.
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