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Robert William Meroth

State Farm Investment Management Corp.

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About Robert William Meroth

Robert Meroth has been active in the financial services industry since July 19, 1999. Robert currently works at State Farm Investment Management Corp. where they are a Registered Representative. Robert has been with this firm since August 9, 2018. Prior to this, Robert also worked at Rob Meroth Insurance Agency in Redondo Beach, California and State Farm VP Management Corp in Redondo Beach, California. They have been registered with the State of California since January 3, 2001. They are a licensed insurance agent and owns Rob Meroth Insurance Agency. Robert holds a Series 6, 26 and 63 license and holds a SIE license. Robert specializes in the sale of Investment Company products. They are also a Chartered Financial Consultant.

Firm Information

Robert Meroth 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 Meroth’s Registration & Firm History

CA

08/09/2018 - Present

State Farm Investment Management Corp. (Palos Verdes Estates CA)

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Licenses & Designations

BC

Issued 07/24/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/10/2004

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/1999

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 William Meroth.
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