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Patrick John Smith

State Farm Investment Management Corp.

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About Patrick John Smith

Patrick Smith is a financial advisor in Boulder, Colorado, working at State Farm Investment Management Corp. Patrick has been working in the financial services industry since 1993. Patrick has a strong background in investments and has worked for several well-known firms, including Charles Schwab & Co., Inc. and Wells Fargo Investments, LLC. Patrick holds Series 6, 7, 8, 63, and 66 licenses and is a Chartered Financial Consultant. Patrick is an experienced advisor who can help you with a variety of financial needs, including investment planning, retirement planning, and college savings.

Firm Information

Patrick Smith 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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Patrick Smith’s Registration & Firm History

CO

08/07/2018 - Present

State Farm Investment Management Corp. (Boulder CO)

NY

11/08/2007 - 02/26/2008

IFMG SECURITIES, INC. (PURCHASE NY)

CA

06/22/2004 - 12/05/2005

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

TX

10/12/1993 - 06/26/2002

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NY

10/28/1991 - 10/01/1993

NYLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/02/2013

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 07/20/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/27/1995

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/01/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/13/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick John Smith.
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