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Richard Edward Mikszan

State Farm Investment Management Corp.

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About Richard Edward Mikszan

Richard Mikszan is a financial advisor with State Farm Investment Management Corp. Richard has been in the financial services industry since 1994. Richard is registered with the state regulators of Virginia, Maryland, and the District of Columbia and is licensed to provide investment advice in these jurisdictions. Richard Mikszan holds the Series 6, 7 and 63 securities licenses as well as the SIE exam. Richard also holds the Chartered Financial Consultant designation. Richard's previous experience includes positions with Princor Financial Services Corporation, MetLife Securities Inc, Metropolitan Life Insurance Company and F.D. Roberts Securities, Inc.

Firm Information

Richard Mikszan 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 Mikszan’s Registration & Firm History

VA

04/24/2019 - Present

State Farm Investment Management Corp. (McLean VA)

IA

04/15/1996 - 03/28/1997

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

MA

07/05/1989 - 02/20/1996

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

07/05/1989 - 02/20/1996

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

NJ

07/19/1988 - 10/02/1989

F.D. ROBERTS SECURITIES, INC. (PARAMUS NJ)

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Licenses & Designations

BC

Issued 10/22/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/16/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/16/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Richard Edward Mikszan. Review regulatory record here.
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