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Robert Jason Speck

State Farm Investment Management Corp.

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About Robert Jason Speck

Robert Speck is a registered investment advisor representative at State Farm Investment Management Corp. based in Elkhorn, Nebraska. Robert has been working in the financial services industry since 1995 and has been with State Farm Investment Management Corp. since 2018. Robert is also the owner and agent of Robert Speck's Insurance Agency. Robert holds Series 6, 7, 63, and 65 licenses and has over 20 years of experience in the financial services industry. Robert's professional background includes working with individuals and families, as well as investment companies.

Firm Information

Robert Speck 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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Robert Speck’s Registration & Firm History

NE

12/10/2018 - Present

State Farm Investment Management Corp. (Elkhorn NE)

NE

04/15/2002 - 12/20/2006

PRIMEVEST FINANCIAL SERVICES, INC. (OMAHA NE)

IA

04/18/1995 - 11/16/2001

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

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Licenses & Designations

IA

Issued 12/06/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/22/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/14/1998

Series 7 - General Securities Representative Examination

BC

Issued 04/13/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Jason Speck.
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