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Shelby Lee Henry

State Farm Investment Management Corp.

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About Shelby Lee Henry

Shelby Henry is an investment advisor representative with State Farm Investment Management Corp. located in Cadillac, MI. Shelby has been in the industry for 15 years and holds Series 7, 66, and 6TO licenses. In addition to being a representative at State Farm Investment Management Corp., Shelby also owns and operates Shelby Henry's Insurance Agency, an insurance agency specializing in State Farm Mutual Automobile Insurance Company and its affiliates. Shelby is also registered as an Investment Advisor Representative in Michigan.

Firm Information

Shelby Henry 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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Shelby Henry’s Registration & Firm History

MI

12/13/2023 - Present

State Farm Investment Management Corp. (Cadillac MI)

MI

03/03/2009 - 05/22/2009

ALTERNATIVE WEALTH STRATEGIES, INC. (MIDLAND MI)

MI

11/12/2008 - 03/11/2009

BROAD STREET SECURITIES, INC. (MIDLAND MI)

MI

03/07/2008 - 10/09/2008

AUTO CLUB FUNDS, INC. (DEARBORN MI)

MI

06/06/2007 - 08/13/2007

CHASE INVESTMENT SERVICES CORP. (SAGINAW MI)

MI

04/17/2006 - 01/17/2007

PRUCO SECURITIES, LLC. (SAGINAW MI)

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Licenses & Designations

IA

Issued 12/09/2023

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 07/23/2005

Series 66 - Uniform Combined 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 08/29/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shelby Lee Henry.
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