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Michael Lee Lockhart

State Farm Investment Management Corp.

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About Michael Lee Lockhart

Michael Lockhart is an investment advisor representative who has been in the industry since March 2005. Michael is registered with State Farm Investment Management Corp. and is licensed in District of Columbia, Maryland and Virginia. Michael has specialized in the insurance and variable contracts industry for many years and is currently licensed to sell products from State Farm Investment Management Corp. Michael's previous experience includes positions with Southern Farm Bureau Fund Distributor, Inc. and Nationwide Advisory Services, Inc. Michael has earned the Chartered Financial Consultant designation and is a certified financial planner.

Firm Information

Michael Lockhart 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 Lockhart’s Registration & Firm History

VA

05/17/2019 - Present

State Farm Investment Management Corp. (PURCELLVILLE VA)

MS

07/27/2001 - 08/15/2003

SOUTHERN FARM BUREAU FUND DISTRIBUTOR, INC. (JACKSON MS)

OH

03/15/2000 - 05/04/2001

NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)

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Licenses & Designations

BC

Issued 10/19/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/14/2008

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 Lee Lockhart.
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