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Sheri Lynn Hodson

State Farm Investment Management Corp.

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About Sheri Lynn Hodson

Sheri Hodson is an active registered investment advisor and a licensed securities agent with State Farm Investment Management Corp. Sheri has been in the industry since 2002. Sheri is currently registered with the state of Washington. Sheri's primary office is located in Lakewood, Washington, and specializes in portfolio management for individuals and investment companies. Sheri also owns and operates Sheri Hodson's Insurance Agency which provides insurance services through State Farm Mutual Automobile Insurance Company and its affiliates. Sheri has passed the Series 63, Series 6, and Series 26 exams.

Firm Information

Sheri Hodson 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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Sheri Hodson’s Registration & Firm History

WA

01/26/2021 - Present

State Farm Investment Management Corp. (Lakewood WA)

IL

12/02/2011 - 11/06/2019

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

IL

12/10/2008 - 08/15/2011

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

WA

02/05/2001 - 09/08/2008

STATE FARM VP MANAGEMENT CORP. (LAKEWOOD WA)

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Licenses & Designations

IA

Issued 10/30/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/25/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/29/2004

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/02/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sheri Lynn Hodson.
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