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Travis R Hartman

State Farm Investment Management Corp.

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About Travis R Hartman

Travis Hartman is an investment advisor representative with State Farm Investment Management Corp. Travis has been working in the financial services industry since 2014. Travis's professional experience includes working as an insurance agent for State Farm Insurance, and as an insurance agent for Travis Hartman's Insurance Agency. Travis is registered with the state of Washington and holds the following securities licenses: Series 6, Series 63, Series 6TO, and SIE. Travis is also a Chartered Financial Consultant. Travis works with individual and institutional clients. Travis's practice is focused on providing investment advice and portfolio management services.

Firm Information

Travis Hartman 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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Travis Hartman’s Registration & Firm History

WA

03/31/2023 - Present

State Farm Investment Management Corp. (Seattle WA)

WA

09/16/2014 - 10/24/2014

PRUCO SECURITIES, LLC. (BELLEVUE WA)

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Licenses & Designations

BC

Issued 11/06/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/23/2020

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

BC

Issued 09/11/2020

SIE - Securities Industry Essentials Examination

BC

Issued 09/15/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Travis R Hartman.
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