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Richard D Robinson

State Farm Investment Management Corp.

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About Richard D Robinson

Richard Robinson is an investment advisor representative with State Farm Investment Management Corp. Richard has been in the industry since 2007 and has held licenses with Nationwide Securities, LLC, American Family Securities, LLC and State Farm Insurance. Richard has passed the Series 6, Series 63, Series 26, Series 65 and SIE exams and is registered in California as a broker-dealer and an investment advisor representative.

Firm Information

Richard Robinson 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 Robinson’s Registration & Firm History

CA

03/19/2019 - Present

State Farm Investment Management Corp. (Woodland Hills CA)

GA

08/18/2010 - 10/15/2013

NATIONWIDE SECURITIES, LLC (DULUTH GA)

WI

03/23/2001 - 12/07/2006

AMERICAN FAMILY SECURITIES, LLC (MADISON WI)

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Licenses & Designations

IA

Issued 03/19/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/23/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/20/2010

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/16/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Richard D Robinson.
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