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Robert L Simpson

State Farm Investment Management Corp.

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About Robert L Simpson

Robert L. Simpson is a financial advisor with State Farm Investment Management Corp. Robert L. Simpson has been in the financial services industry since 2009. Robert L. Simpson is a licensed and registered advisor in the states of Illinois, Indiana and Missouri. Robert L. Simpson is also licensed as an insurance agent for State Farm Mutual Automobile Insurance Company and its affiliates.

Firm Information

Robert Simpson 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 Simpson’s Registration & Firm History

IL

07/11/2023 - Present

State Farm Investment Management Corp. (Collinsville IL)

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Licenses & Designations

BC

Issued 11/28/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/03/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/19/2023

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

BC

Issued 07/30/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert L Simpson.
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