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Scott Robert Holdridge

State Farm Investment Management Corp.

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About Scott Robert Holdridge

Scott Holdridge is an investment advisor representative at State Farm Investment Management Corp.. Scott has been in the financial services industry since August 2004. Scott is registered with the Financial Industry Regulatory Authority (FINRA) and is also a licensed insurance agent. Scott holds the Series 6 and Series 63 licenses, and has earned the Chartered Financial Consultant (ChFC) designation. In addition to his work with State Farm, Scott is also the owner and president of SMPKM Properties LLC and Scott Holdridge's Insurance Agency. Scott has a passion for helping his clients achieve their financial goals, and he is committed to providing them with the best possible service.

Firm Information

Scott Holdridge 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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Scott Holdridge’s Registration & Firm History

MO

11/29/2023 - Present

State Farm Investment Management Corp. (Saint Louis MO)

KS

03/11/1998 - 04/20/1998

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

BC

Issued 09/28/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/25/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott Robert Holdridge.
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