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Timothy Rann Roberts

State Farm Investment Management Corp.

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About Timothy Rann Roberts

Timothy Roberts is a Registered Representative and Investment Advisor Representative with State Farm Investment Management Corp., a firm based in Bloomington, Illinois. He is a financial professional with over 20 years of experience. Timothy is registered with the state of Alabama. He has obtained several certifications, including Series 6, Series 63, and Series 65. He is also a Chartered Financial Consultant. Timothy specializes in portfolio management for individuals and investment companies. He has a long history of working with clients in the Huntsville area and is dedicated to providing his clients with excellent service.

Firm Information

Timothy Roberts 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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Timothy Roberts’s Registration & Firm History

AL

11/14/2019 - Present

State Farm Investment Management Corp. (Huntsville AL)

IL

05/22/1998 - 05/04/1999

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

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Licenses & Designations

IA

Issued 09/13/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/31/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/21/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy Rann Roberts.
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