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Robert William Pratt

State Farm Investment Management Corp.

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About Robert William Pratt

Robert William Pratt is a registered investment advisor representative with State Farm Investment Management Corp., and has been in the financial industry since 2007. Robert William Pratt is also the owner of Robert Pratt's Insurance Agency and has been licensed with State Farm Mutual Automobile Insurance Company since 2012. Robert William Pratt holds Series 6, 63, 26 and 65 licenses and holds an active registration as a registered investment advisor in New Mexico. Robert William Pratt has been registered with FINRA since 2007.

Firm Information

Robert Pratt 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 Pratt’s Registration & Firm History

NM

09/24/2018 - Present

State Farm Investment Management Corp. (Albuquerque NM)

NM

06/25/2007 - 09/02/2011

FARMERS FINANCIAL SOLUTIONS, LLC (ALBUQUERQUE NM)

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Licenses & Designations

IA

Issued 09/22/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/26/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/29/2007

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/22/2007

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 Pratt.
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