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Scot Michael Suess

State Farm Investment Management Corp.

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About Scot Michael Suess

Scot Michael Suess is a financial professional who has been working in the financial services industry since 2023. Scot is a registered representative and investment advisor representative with State Farm Investment Management Corp. Scot has passed the Series 63, Series 65 and Series 6TO exams. Scot holds a Series 6 registration, Series 63 registration and Series 65 registration. Scot currently works at the firm's Rochester, MN branch office location. Scot is licensed and registered to provide investment advice in Minnesota. Scot has a background in the insurance industry and provides both insurance and investment services for his clients.

Firm Information

Scot Suess 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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Scot Suess’s Registration & Firm History

MN

07/22/2024 - Present

State Farm Investment Management Corp. (Rochester MN)

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Licenses & Designations

IA

Issued 07/20/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/17/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/05/2024

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

BC

Issued 10/24/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scot Michael Suess.
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