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Steven Joseph Morrow

State Farm Investment Management Corp.

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About Steven Joseph Morrow

Steven Morrow is an investment advisor representative at State Farm Investment Management Corp. Steven Morrow's professional experience includes working at firms like State Farm VP Management Corp., PURSHE KAPLAN STERLING INVESTMENTS and VOYA FINANCIAL ADVISORS, INC. Steven Morrow is licensed to provide investment advice in Delaware, New York, and Pennsylvania. Steven Morrow holds several professional licenses, including Series 6, 63, 65, and 66, as well as the SIE and Series 7 exams. Steven Morrow is also an insurance agent at Steven Morrow's Insurance Agency.

Firm Information

Steven Morrow 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 Morrow’s Registration & Firm History

PA

08/16/2019 - Present

State Farm Investment Management Corp. (Trappe PA)

IL

04/19/2016 - 01/18/2017

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

MA

10/03/2014 - 01/14/2015

PURSHE KAPLAN STERLING INVESTMENTS (Boston MA)

PA

08/20/2014 - 10/03/2014

VOYA FINANCIAL ADVISORS, INC. (PHILADELPHIA PA)

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Licenses & Designations

IA

Issued 08/15/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/20/2019

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 09/09/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/20/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/18/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Joseph Morrow.
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