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Patrick Siu keung Lau

State Farm Investment Management Corp.

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About Patrick Siu keung Lau

Patrick Lau is a financial professional with over 35 years of experience in the industry. Patrick holds a Series 3, 7, 63, and SIE licenses and is currently registered as an investment advisor representative (IAR) in Arizona, California, and Nevada. Patrick works with State Farm Investment Management Corp. and offers financial planning, portfolio management for individuals, and portfolio management for investment companies.

Firm Information

Patrick Lau 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 Lau’s Registration & Firm History

CA

06/29/2023 - Present

State Farm Investment Management Corp. (Diamond Bar CA)

CA

09/30/1999 - 12/08/1999

INTERFIRST CAPITAL CORPORATION (LOS ANGELES CA)

CA

03/04/1986 - 09/30/1999

W.J. GALLAGHER & COMPANY, INC. (PASADENA CA)

NA

11/01/1985 - 02/04/1986

CHRISTOPHER WEIL & COMPANY, INC

NA

08/21/1985 - 12/10/1985

AMERICAN FUTURES SECURITIES, INC.

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Licenses & Designations

BC

Issued 07/18/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/17/1985

Series 7 - General Securities Representative Examination

BC

Issued 08/18/1983

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Siu keung Lau.
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