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Ryan Brady Wahlheim

State Farm Investment Management Corp.

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About Ryan Brady Wahlheim

Ryan Wahlheim is a financial professional with over 9 years of experience in the industry. Ryan is currently registered with State Farm Investment Management Corp. and is licensed to provide investment advice in Illinois and Wisconsin. Ryan has previously worked at State Farm VP Management Corp. and has a Series 6 and Series 63 license as well as the Securities Industry Essentials (SIE) Exam. Ryan also holds the Chartered Financial Consultant designation. Ryan is a 50/50 partner with his mother on a rental building and is also involved in a commercial warehouse purchase, as well as running his own insurance agency and being a board member and treasurer of the Darien Lions Club.

Firm Information

Ryan Wahlheim 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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Ryan Wahlheim’s Registration & Firm History

IL

06/03/2022 - Present

State Farm Investment Management Corp. (Darien IL)

IL

02/21/2014 - 03/04/2014

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

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Licenses & Designations

BC

Issued 06/27/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ryan Brady Wahlheim.
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