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Richard Mathews

State Farm Investment Management Corp.

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About Richard Mathews

Richard Mathews is an investment advisor representative with State Farm Investment Management Corp. Richard has been in the financial industry since 2006 and holds a Series 6, Series 6TO, Series 65, and SIE licenses. Richard has experience with a wide range of financial products and services, including investment company products and variable contracts, and has worked with investment companies and individuals. Richard is registered as an investment advisor in Florida. In addition to being an investment advisor representative, Richard also owns and operates a State Farm Insurance agency.

Firm Information

Richard Mathews 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 Mathews’s Registration & Firm History

FL

04/23/2024 - Present

State Farm Investment Management Corp. (Estero FL)

IL

02/28/2019 - 05/28/2019

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

FL

07/24/2006 - 12/22/2017

STATE FARM VP MANAGEMENT CORP. (ESTERO FL)

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Licenses & Designations

IA

Issued 01/08/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/23/2024

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

BC

Issued 02/17/2024

SIE - Securities Industry Essentials Examination

BC

Issued 07/21/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

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