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Mitchell Lee Velgersdyk

State Farm Investment Management Corp.

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About Mitchell Lee Velgersdyk

Mitchell Velgersdyk is an investment advisor representative at State Farm Investment Management Corp. located in New Brighton, MN. Mitchell has been in the financial industry for over 6 years and holds a Series 6, Series 63, and Series 65 licenses. Mitchell is also registered as an investment advisor representative in the state of Minnesota. In addition to being an investment advisor representative, Mitchell also works as an insurance agent for State Farm Mutual Automobile Insurance Company and its affiliates.

Firm Information

Mitchell Velgersdyk 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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Mitchell Velgersdyk’s Registration & Firm History

MN

04/25/2023 - Present

State Farm Investment Management Corp. (NEW BRIGHTON MN)

IL

10/25/2019 - 10/19/2021

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

MN

06/06/2017 - 11/20/2017

CRI SECURITIES, LLC (MINNEAPOLIS MN)

MN

06/06/2017 - 11/20/2017

SECURIAN FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 04/13/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/20/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/20/2017

SIE - Securities Industry Essentials Examination

BC

Issued 06/06/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mitchell Lee Velgersdyk.
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