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Michael David Massaglia

State Farm Investment Management Corp.

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About Michael David Massaglia

Michael David Massaglia is a registered investment advisor with State Farm Investment Management Corp. Michael David Massaglia has been in the industry since August 16, 2007. Michael David Massaglia has passed the Series 6, Series 7, Series 63, and Series 66 exams. Michael David Massaglia is licensed in Kentucky, North Carolina, Tennessee, and Virginia. Michael David Massaglia also holds the Chartered Financial Consultant designation. Michael David Massaglia is also a board member of the Children's Museum of Oak Ridge.

Firm Information

Michael Massaglia 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 Massaglia’s Registration & Firm History

TN

03/21/2022 - Present

State Farm Investment Management Corp. (Oak Ridge TN)

IL

07/15/2009 - 12/31/2016

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

TN

10/05/2005 - 05/29/2009

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (KNOXVILLE TN)

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Licenses & Designations

BC

Issued 02/06/2012

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 01/31/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/20/2006

Series 7 - General Securities Representative Examination

BC

Issued 10/04/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael David Massaglia.
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