linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Stephen R Smith

State Farm Investment Management Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Stephen? Claim Your Profile

About Stephen R Smith

Stephen R. Smith is a financial advisor with State Farm Investment Management Corp. in Sterling Hts, MI. Stephen has been in the securities industry since February 10, 2000. Stephen has a Series 63, Series 6, and Series 26 license, as well as a Uniform Investment Adviser Law Examination. Stephen also has a Series 65 and SIE license. Stephen has been registered with the state of Michigan since February 9, 2001. Stephen is also registered with the state of Ohio since September 26, 2007. Stephen is registered as an Investment Advisor Representative in both Michigan and Ohio. Stephen is also a licensed insurance agent with State Farm Mutual Automobile Insurance Company. Stephen provides financial planning and portfolio management services to individuals and investment companies.

Firm Information

Stephen Smith 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.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Stephen Smith’s Registration & Firm History

MI

10/16/2024 - Present

State Farm Investment Management Corp. (Sterling Hts MI)

Not sure if Stephen R Smith is right for you?

Licenses & Designations

IA

Issued 12/22/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/21/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/21/2012

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/10/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen R Smith.
Not sure if Stephen R Smith is right for you?