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Timothy Wright Harvey

State Farm Investment Management Corp.

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About Timothy Wright Harvey

Timothy Harvey is a financial professional with over 20 years of experience in the financial services industry. Timothy Harvey is a registered representative and investment advisor representative with State Farm Investment Management Corp. Timothy Harvey is also a partner at Vision Retreat Homes and owner/agent at Timothy Harvey's Insurance Agency. Timothy Harvey holds a Series 7, 6, 63, 26, and SIE licenses. Timothy Harvey specializes in portfolio management for individuals and investment companies. Timothy Harvey holds the designation of Chartered Financial Consultant.

Firm Information

Timothy Harvey 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 Harvey’s Registration & Firm History

MI

07/19/2021 - Present

State Farm Investment Management Corp. (Springfield MI)

MI

05/13/2010 - 09/27/2010

COMMONWEALTH FINANCIAL NETWORK (KALAMAZOO MI)

MI

03/06/2000 - 11/07/2008

PRUCO SECURITIES, LLC. (PORTAGE MI)

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Licenses & Designations

IA

Issued 07/09/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/10/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/04/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/19/2001

Series 7 - General Securities Representative Examination

BC

Issued 03/03/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Timothy Wright Harvey. Review regulatory record here.
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