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Montyne King Clay

State Farm Investment Management Corp.

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About Montyne King Clay

Montyne Clay is a financial advisor at State Farm Investment Management Corp., a firm with a main office in Bloomington, Illinois. Montyne Clay has been in the financial services industry since November 8, 1999. Montyne Clay is licensed in Alabama, Louisiana, and Mississippi. Montyne Clay has a Series 6, Series 63 and SIE license.

Firm Information

Montyne Clay 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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Montyne Clay’s Registration & Firm History

MS

08/17/2018 - Present

State Farm Investment Management Corp. (Ridgeland MS)

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Licenses & Designations

BC

Issued 07/19/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/08/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Montyne King Clay. Review regulatory record here.
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