Unclaimed
Matthew Gross is a registered representative and investment advisor representative with State Farm Investment Management Corp.. Matthew has been in the financial services industry since August 18, 2006. Matthew is registered with FINRA, and has been a registered investment advisor representative since September 28, 2022. Matthew is also licensed to sell insurance in Illinois. Matthew is located in Western Springs, IL and is affiliated with State Farm Investment Management Corp., where he is also the owner of Matthew Gross's Insurance Agency. Matthew's practice specializes in providing financial planning and investment management services to individuals and investment companies.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
09/28/2022 - Present
State Farm Investment Management Corp. (Western Springs IL)
BC
Issued 09/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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