linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Suzanne E Zimmerman

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 Suzanne? Claim Your Profile

About Suzanne E Zimmerman

Suzanne Zimmerman is an Investment Advisor Representative with State Farm Investment Management Corp., licensed in Arizona, California, Colorado, Illinois, Nevada, and Oregon. Suzanne has been in the industry since 2007 and holds the Series 6, Series 63, and SIE licenses. Suzanne is also a Chartered Financial Consultant. Suzanne is an owner of Suzanne Zimmerman's Insurance Agency, and she serves as a board member for multiple organizations including the Boys and Girls Club of Los Angeles Harbor, the Palos Verdes Peninsula Rotary, the Palos Verdes Peninsula Chamber of Commerce, and the Rotary Club of Palos Verdes Peninsula Foundation. Suzanne Zimmerman is dedicated to providing comprehensive financial advice and portfolio management services to individuals and investment companies.

Firm Information

Suzanne Zimmerman 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.

Suzanne Zimmerman’s Registration & Firm History

CA

10/12/2023 - Present

State Farm Investment Management Corp. (ROLLING HILLS ESTATES CA)

Not sure if Suzanne E Zimmerman is right for you?

Licenses & Designations

BC

Issued 08/03/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/21/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Suzanne E Zimmerman.
Not sure if Suzanne E Zimmerman is right for you?