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Todd Joseph Avery

State Farm Investment Management Corp.

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About Todd Joseph Avery

Todd Avery has been a registered representative in the financial services industry since 2004. Todd is currently employed by State Farm Investment Management Corp. Prior to joining State Farm Investment Management Corp., Todd was employed by State Farm VP Management Corp. Todd has a strong background in financial services, with experience in both insurance and investment management. Todd is dedicated to providing clients with personalized financial advice to help them meet their goals.

Firm Information

Todd Avery 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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Todd Avery’s Registration & Firm History

IN

10/31/2024 - Present

State Farm Investment Management Corp. (Highland IN)

IN

10/23/2008 - 10/08/2009

ALLSTATE FINANCIAL SERVICES, LLC (DYER IN)

IN

03/12/2008 - 09/15/2008

THRIVENT INVESTMENT MANAGEMENT INC. (VALPARAISO IN)

IN

05/21/2007 - 12/12/2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MERRILLVILLE IN)

IL

10/24/2006 - 04/20/2007

CHASE INVESTMENT SERVICES CORP. (OLYMPIA FIELDS IL)

IN

06/06/2005 - 10/25/2006

THRIVENT INVESTMENT MANAGEMENT INC. (VALPARAISO IN)

MO

08/03/2004 - 09/24/2004

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 12/05/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/26/2016

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 05/24/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/12/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/02/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Todd Joseph Avery.
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