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Peter T Fuszard

State Farm Investment Management Corp.

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About Peter T Fuszard

Peter Fuszard is an investment advisor representative who has been working in the industry since 2014. He has a series 6, Series 63, Series 65, and Series 6TO licenses. He is currently registered with State Farm Investment Management Corp., where he focuses on providing investment advice to individuals and investment companies. Peter has prior experience with PRUCO SECURITIES, LLC., and THE PRUDENTIAL INSURANCE COMPANY OF AMERICA. He holds a position as an agent at Peter Fuszard's Insurance Agency, which is also investment-related.

Firm Information

Peter Fuszard 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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Peter Fuszard’s Registration & Firm History

CA

09/28/2023 - Present

State Farm Investment Management Corp. (Truckee CA)

IL

07/14/2015 - 11/06/2019

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

CA

11/04/2014 - 05/20/2015

PRUCO SECURITIES, LLC. (ROSEVILLE CA)

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Licenses & Designations

BC

Issued 07/26/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 06/29/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/12/2023

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

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/04/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Peter T Fuszard. Review regulatory record here.
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