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Vernon Almond Tappana

State Farm Investment Management Corp.

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About Vernon Almond Tappana

Vernon Almond Tappana is a registered investment advisor representative with State Farm Investment Management Corp. in Bentonville, Arkansas. Vernon has been in the financial services industry since December 2002 and holds the Series 6, Series 26, and Series 63 licenses. Vernon has a history of providing financial advice to individuals and investment companies, and is committed to providing clients with the highest level of service.

Firm Information

Vernon Tappana 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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Vernon Tappana’s Registration & Firm History

AR

08/10/2018 - Present

State Farm Investment Management Corp. (Bentonville AR)

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Licenses & Designations

BC

Issued 12/14/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/24/2004

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/12/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Vernon Almond Tappana.
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