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Matthew Vincent Walters

State Farm Investment Management Corp.

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About Matthew Vincent Walters

Matthew Vincent Walters is a registered investment advisor representative with State Farm Investment Management Corp. Matthew Walters is registered to provide investment advisory services in Alabama and Mississippi. Matthew Walters also has Series 63, 65 and 6TO securities licenses. Matthew Walters is a State Farm Agent and owns Matt Walters' Insurance Agency. Matthew Walters has been in the financial services industry for over 10 years.

Firm Information

Matthew Walters 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 Walters’s Registration & Firm History

AL

05/13/2024 - Present

State Farm Investment Management Corp. (Huntsville AL)

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Licenses & Designations

IA

Issued 06/09/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/15/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/11/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/23/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Vincent Walters.
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