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Richard Cossio

State Farm Investment Management Corp.

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About Richard Cossio

Richard Cossio is a financial advisor with State Farm Investment Management Corp. Richard is registered with the state of Florida and has been in the industry since February 7, 2005. Richard has a variety of licenses and certifications, including Series 6, 7, 63, and 65. Richard is also a Chartered Financial Consultant. In addition to working as a financial advisor with State Farm Investment Management Corp., Richard is also the owner and agent of Richard Cossio Insurance Agency. This agency provides insurance services for State Farm Mutual Automobile Insurance Company and its affiliates.

Firm Information

Richard Cossio 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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Richard Cossio’s Registration & Firm History

FL

09/21/2022 - Present

State Farm Investment Management Corp. (Miami FL)

FL

09/03/2002 - 12/20/2016

STATE FARM VP MANAGEMENT CORP. (WINTER HAVEN FL)

TN

10/04/2000 - 06/19/2002

PFIC SECURITIES CORPORATION (FRANKLIN TN)

NY

07/09/1996 - 01/06/1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/10/2000

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/16/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/12/2022

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

BC

Issued 08/21/2021

SIE - Securities Industry Essentials Examination

BC

Issued 10/03/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/08/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Richard Cossio.
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