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Michael James Welch

State Farm Investment Management Corp.

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About Michael James Welch

Michael Welch is a financial professional with over 16 years of experience in the financial services industry. Michael has a strong background in insurance and investments and is currently registered with State Farm Investment Management Corp. Michael's previous experience includes working with MML Investors Services, LLC and Northwestern Mutual Investment Services, LLC. Michael holds the Series 6, 7, 66 and SIE licenses and is registered in California. Michael is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Michael Welch 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 Welch’s Registration & Firm History

CA

01/12/2024 - Present

State Farm Investment Management Corp. (Roseville CA)

CA

12/01/2014 - 06/15/2017

MML INVESTORS SERVICES, LLC (ROSEVILLE CA)

CA

01/01/2006 - 12/04/2014

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SACRAMENTO CA)

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Licenses & Designations

BOTH

Issued 10/16/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

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

BC

Issued 06/15/2017

SIE - Securities Industry Essentials Examination

BC

Issued 12/27/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael James Welch.
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