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Wilfredo Mendez morales

State Farm Investment Management Corp.

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About Wilfredo Mendez morales

Wilfredo Mendez morales is a financial advisor who has been in the industry since October 25, 2001. Wilfredo is currently registered with State Farm Investment Management Corp. and has previously been registered with State Farm VP Management Corp., Allstate Financial Services, LLC, Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Wilfredo holds the Series 63, Series 6TO, SIE, and Series 7 licenses. Wilfredo specializes in investment advisory services for individuals and investment companies and is also licensed to sell insurance products.

Firm Information

Wilfredo Mendez morales 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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Wilfredo Mendez morales’s Registration & Firm History

FL

02/22/2022 - Present

State Farm Investment Management Corp. (Winter Garden FL)

IL

08/27/2019 - 10/11/2019

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

FL

06/02/2009 - 08/28/2017

ALLSTATE FINANCIAL SERVICES, LLC (OVIEDO FL)

FL

10/21/1998 - 05/27/2009

AMERIPRISE FINANCIAL SERVICES, INC. (ORLANDO FL)

MN

10/21/1998 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 10/23/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

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

BC

Issued 08/28/2017

SIE - Securities Industry Essentials Examination

BC

Issued 10/16/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Wilfredo Mendez morales. Review regulatory record here.
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