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Susan Frances Balderson

State Farm Investment Management Corp.

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About Susan Frances Balderson

Susan Balderson is a registered investment advisor representative with State Farm Investment Management Corp. Susan has over 10 years of experience in the financial services industry and is registered in North Carolina, Virginia, and West Virginia. Susan is also a licensed insurance agent and owns Susan Balderson's Insurance Agency. Susan's areas of specialization include financial planning and investment management. Susan is dedicated to helping her clients reach their financial goals.

Firm Information

Susan Balderson 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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Susan Balderson’s Registration & Firm History

VA

01/14/2025 - Present

State Farm Investment Management Corp. (Moneta VA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Susan Frances Balderson.
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