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Michael David Bergman

State Farm Investment Management Corp.

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About Michael David Bergman

Michael Bergman is an investment advisor representative with State Farm Investment Management Corp. He has been in the industry since August 6, 1995, and has experience in both investment advisory and brokerage services. Michael is registered in Oklahoma and Texas and holds the Series 6, 7, and 63 licenses. Michael is a Chartered Financial Consultant and has experience providing financial advice to individuals and investment companies. Prior to joining State Farm, Michael was employed by STATE FARM VP MANAGEMENT CORP and MetLife Securities Inc.

Firm Information

Michael Bergman 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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Michael Bergman’s Registration & Firm History

TX

09/30/2021 - Present

State Farm Investment Management Corp. (Frisco TX)

TX

08/02/2002 - 01/20/2020

STATE FARM VP MANAGEMENT CORP. (ALLEN TX)

MA

01/01/1994 - 06/17/2002

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

01/01/1994 - 06/17/2002

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/23/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/04/2001

Series 7 - General Securities Representative Examination

BC

Issued 12/27/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Michael David Bergman. Review regulatory record here.
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