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Ryan Tait Holdeman

State Farm Investment Management Corp.

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About Ryan Tait Holdeman

Ryan Tait Holdeman is a financial advisor based in Richardson, Texas. Ryan has been a financial advisor for over 13 years. He holds the Series 6, 7, 63, and 66 securities licenses and has earned the Chartered Financial Consultant designation. Ryan currently works for State Farm Investment Management Corp., where he offers portfolio management for individuals and investment companies. Ryan has experience working with insurance companies and investment companies. Ryan has been registered with the State of Texas since 2008.

Firm Information

Ryan Holdeman 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 Holdeman’s Registration & Firm History

TX

07/26/2021 - Present

State Farm Investment Management Corp. (Richardson TX)

TX

07/25/2017 - 06/28/2018

STATE FARM VP MANAGEMENT CORP. (RICHARDSON TX)

TX

11/04/2015 - 02/13/2017

STATE FARM VP MANAGEMENT CORP. (RICHARDSON TX)

MI

12/14/2005 - 12/18/2012

THRIVENT INVESTMENT MANAGEMENT INC. (MONROE MI)

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Licenses & Designations

BC

Issued 03/29/2019

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 01/21/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/09/2022

Series 7TO - General Securities Representative Examination

BC

Issued 06/28/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/04/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/13/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ryan Tait Holdeman.
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