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Sarah Cvetas McLendon

State Farm Investment Management Corp.

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About Sarah Cvetas McLendon

Sarah McLendon is a financial advisor with State Farm Investment Management Corp. She is a Registered Representative and Investment Advisor Representative with State Farm Investment Management Corp. Sarah has worked in the financial services industry for over 20 years and has experience in providing financial planning and investment management services. She is also a licensed insurance agent and has her own insurance agency. Sarah holds the Series 6 and SIE licenses. She is also a Chartered Financial Consultant. Sarah is committed to providing her clients with personalized financial advice and guidance.

Firm Information

Sarah McLendon 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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Sarah McLendon’s Registration & Firm History

FL

04/22/2022 - Present

State Farm Investment Management Corp. (Palm Beach Gardens FL)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/08/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sarah Cvetas McLendon.
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