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Steven Reed McNeer

State Farm Investment Management Corp.

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About Steven Reed McNeer

Steven Reed McNeer is a registered investment advisor representative with State Farm Investment Management Corp. Steven has been in the financial services industry for over 8 years. Steven is registered in Virginia and West Virginia as an Investment Advisor Representative and a Registered Representative. Steven has also passed the Series 63, 65, and 6TO exams. Steven holds licenses for investment company and variable contracts products. Steven’s professional experience includes working at Concord University, West Virginia Department of Highways, West Virginia University Institute of Technology, Andrew Evans State Farm Office, Monroe Insurance Group, and State Farm Insurance. Steven also owns and operates Steven Reed McNeer’s Insurance Agency. Steven is dedicated to helping individuals and families reach their financial goals.

Firm Information

Steven McNeer 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 McNeer’s Registration & Firm History

WV

01/30/2024 - Present

State Farm Investment Management Corp. (Marlinton WV)

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Licenses & Designations

IA

Issued 01/22/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/14/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/29/2023

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

BC

Issued 09/24/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Reed McNeer.
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