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Michael James Cason

State Farm Investment Management Corp.

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About Michael James Cason

Michael Cason is a Registered Representative, Investment Advisor Representative, and licensed insurance agent. Michael works with State Farm Investment Management Corp. and has worked in the financial services industry since 2011. Michael is located in Fort Mitchell, KY and has been licensed in Kentucky and Ohio for both securities and investment advisory services. Michael has a strong understanding of the financial markets and is committed to helping clients achieve their financial goals.

Firm Information

Michael Cason 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 Cason’s Registration & Firm History

KY

07/06/2020 - Present

State Farm Investment Management Corp. (Fort Mitchell KY)

OH

03/16/2016 - 04/12/2019

FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)

OH

05/20/2013 - 12/17/2015

PNC INVESTMENTS (CINCINNATI OH)

OH

10/07/2011 - 03/06/2013

SANFORD C. BERNSTEIN & CO., LLC (CLEVELAND OH)

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Licenses & Designations

BOTH

Issued 11/07/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

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

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/06/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael James Cason.
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