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Samuel D Martin

State Farm Investment Management Corp.

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About Samuel D Martin

Samuel D. Martin is a registered investment advisor representative with State Farm Investment Management Corp. Samuel has been in the financial services industry since 2004. Samuel is licensed to provide advisory services in Michigan, New Jersey, New York, and Virginia. Samuel is also a registered representative with State Farm VP Management Corp. Samuel holds Series 63, 65, 7, and SIE licenses.

Firm Information

Samuel Martin 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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Samuel Martin’s Registration & Firm History

MI

01/16/2020 - Present

State Farm Investment Management Corp. (Grand Haven MI)

MI

02/23/2007 - 01/16/2020

STATE FARM VP MANAGEMENT CORP. (GRANDVILLE MI)

MI

03/18/2004 - 01/03/2007

EDWARD JONES (GRAND RAPIDS MI)

MA

11/10/2003 - 03/09/2004

SIGNATOR INVESTORS, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 10/04/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/27/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/07/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Samuel D Martin.
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