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Michael Ryan Lucas

State Farm Investment Management Corp.

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About Michael Ryan Lucas

Michael Lucas is a registered investment advisor representative with State Farm Investment Management Corp. Michael Lucas has been in the financial industry since 2012. Michael Lucas is licensed in Illinois. Michael Lucas is also a registered insurance agent with State Farm Mutual Automobile Insurance Company and its affiliates. Michael Lucas has also been a partner in a real estate company. Michael Lucas has been involved in a wide range of financial activities including, insurance sales and agency ownership, commercial real estate development and now financial advising. Michael Lucas is committed to providing comprehensive financial planning services to help clients achieve their financial goals. Michael Lucas can provide investment advice for both individuals and investment companies. Michael Lucas also has experience working with pooled investment vehicles.

Firm Information

Michael Lucas 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 Lucas’s Registration & Firm History

IL

05/12/2023 - Present

State Farm Investment Management Corp. (Morris IL)

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Licenses & Designations

IA

Issued 05/04/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/07/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/05/2012

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 Ryan Lucas.
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