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Troy William Berner

State Farm Investment Management Corp.

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About Troy William Berner

Troy Berner is a financial professional with over 24 years of experience in the industry. Troy is a Registered Representative with State Farm Investment Management Corp. Troy's current employment with State Farm Investment Management Corp began in September 2024, and Troy holds a Series 63 license and SIE and Series 6 licenses. Previously, Troy worked with FRANKLIN/TEMPLETON DISTRIBUTORS, INC. from September 1998 to July 1999 in San Mateo, CA. Troy also holds the Chartered Financial Consultant designation.

Firm Information

Troy Berner 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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Troy Berner’s Registration & Firm History

CA

09/24/2024 - Present

State Farm Investment Management Corp. (Joshua Tree CA)

CA

09/10/1998 - 07/23/1999

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)

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Licenses & Designations

BC

Issued 04/19/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Troy William Berner.
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