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Rowan Francis McDonnell

State Farm Investment Management Corp.

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About Rowan Francis McDonnell

Rowan Francis McDonnell is an investment advisor representative with State Farm Investment Management Corp. in Sartell, MN. Rowan has been in the industry since 1998, and is registered with the state of Minnesota as an investment advisor representative and securities agent. Rowan is also a principal representative with State Farm Investment Management Corp. and holds Series 6, 26, 63, and 65 licenses as well as the SIE. Rowan has a focus on portfolio management for individuals and investment companies.

Firm Information

Rowan McDonnell 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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Rowan McDonnell’s Registration & Firm History

MN

12/17/2018 - Present

State Farm Investment Management Corp. (Sartell MN)

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Licenses & Designations

IA

Issued 12/17/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/15/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/01/2004

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/14/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rowan Francis McDonnell.
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