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Timothy Tracy House

State Farm Investment Management Corp.

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About Timothy Tracy House

Timothy Tracy House is an investment advisor representative currently registered with State Farm Investment Management Corp. in Novi, Michigan. Timothy has been in the financial industry since 2000 and has passed the Series 65, Series 66, Series 7, Series 26, Series 51, and SIE exams. Prior to joining State Farm Investment Management Corp., Timothy worked for CITICORP INVESTMENT SERVICES in Long Island City, New York. Timothy Tracy House specializes in Portfolio Management for Individuals and Portfolio Management for Investment Companies.

Firm Information

Timothy House 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 House’s Registration & Firm History

MI

11/15/2018 - Present

State Farm Investment Management Corp. (Novi MI)

NY

03/20/2000 - 03/26/2003

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

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Licenses & Designations

IA

Issued 11/15/2018

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 03/09/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/30/2012

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 01/12/2012

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

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

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/16/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy Tracy House.
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