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Robert Matthew McDougall

State Farm Investment Management Corp.

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About Robert Matthew McDougall

Robert McDougall has been working in the financial industry since 2001. Robert is currently registered with State Farm Investment Management Corp. in Grand Rapids, MI, and has a Series 7, Series 6, and Series 63 license. Robert has previously worked with SANTANDER SECURITIES LLC, MINISTRY PARTNERS SECURITIES, LLC, J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., and WELLS FARGO INVESTMENTS, LLC. Robert is a Chartered Financial Consultant.

Firm Information

Robert McDougall 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 McDougall’s Registration & Firm History

MI

12/01/2021 - Present

State Farm Investment Management Corp. (Grand Rapids MI)

MA

11/04/2016 - 12/05/2017

SANTANDER SECURITIES LLC (BOSTON MA)

CA

03/03/2015 - 03/21/2016

MINISTRY PARTNERS SECURITIES, LLC (BREA CA)

CA

10/01/2012 - 08/06/2014

J.P. MORGAN SECURITIES LLC (CLAREMONT CA)

CA

11/28/2011 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (CLAREMONT CA)

CA

11/05/2009 - 04/07/2010

WELLS FARGO INVESTMENTS, LLC (WEST COVINA CA)

AZ

07/06/2005 - 02/21/2008

CHASE INVESTMENT SERVICES CORP. (PHOENIX AZ)

IL

02/23/2001 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

BC

Issued 03/02/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/05/2017

SIE - Securities Industry Essentials Examination

BC

Issued 10/21/2003

Series 7 - General Securities Representative Examination

BC

Issued 02/22/2001

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 Matthew McDougall.
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