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Steven Henry Shipman

State Farm Investment Management Corp.

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About Steven Henry Shipman

Steven Shipman is a registered investment advisor with State Farm Investment Management Corp., which has been in business since 12/1997. Steven has been working in the financial industry since 1998 and has a Series 6, Series 63, and Series 65 license. Steven is also a registered representative with State Farm Investment Management Corp. Steven is also the owner of Steven Shipman's Insurance Agency, which provides insurance services. Steven has a current employment with State Farm Investment Management Corp. and has been working there since June 2023. Steven is based in Blue Springs, MO and holds a Series 6, Series 63, and Series 65 license. Steven provides financial advice and portfolio management services to individual clients and investment companies. Steven Shipman has over 20 years of experience in the financial services industry.

Firm Information

Steven Shipman 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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Steven Shipman’s Registration & Firm History

MO

06/27/2023 - Present

State Farm Investment Management Corp. (Blue Springs MO)

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Licenses & Designations

IA

Issued 06/23/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/13/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/02/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Henry Shipman.
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