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Merle Thomas Green

State Farm Investment Management Corp.

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About Merle Thomas Green

Merle Green is an investment advisor representative at State Farm Investment Management Corp. Merle has been in the industry since 1995 and is registered with the state of North Carolina. Merle is a licensed investment advisor representative and has passed the Series 6, Series 63, Series 65, and SIE exams. Merle has prior experience with ING Financial Partners, Inc., Locust Street Securities, Inc., Princor Financial Services Corporation, MetLife Securities Inc., and Metropolitan Life Insurance Company. Merle also owns and operates Burns At Both Ends Sauce Company. Merle specializes in portfolio management for individuals and investment companies.

Firm Information

Merle Green 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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Merle Green’s Registration & Firm History

NC

12/13/2018 - Present

State Farm Investment Management Corp. (Williamston NC)

IL

04/21/2008 - 07/07/2010

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

CT

01/01/2004 - 04/06/2004

ING FINANCIAL PARTNERS, INC. (WINDSOR CT)

IA

04/26/2000 - 01/01/2004

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

IA

08/08/1997 - 04/24/2000

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

MA

12/06/1988 - 07/16/1997

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

12/06/1988 - 07/16/1997

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/12/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/30/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/02/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Merle Thomas Green.
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