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William Frederick Bergner

State Farm Investment Management Corp.

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About William Frederick Bergner

William Bergner is a financial advisor who has been in the industry since 1989. He is currently registered with State Farm Investment Management Corp. in Connecticut and New York. William has previously worked at Barclays Capital Inc., ABN AMRO Incorporated, Greenwich Capital Markets, Inc., and Manufacturers Hanover Securities Corporation. William is a Series 65, Series 63, Series 3, Series 7, Series 6TO, and SIE licensed advisor. William's expertise is in individual and investment company portfolio management.

Firm Information

William Bergner 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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William Bergner’s Registration & Firm History

CT

08/05/2021 - Present

State Farm Investment Management Corp. (NEW CANAAN CT)

NY

10/07/2002 - 07/28/2003

BARCLAYS CAPITAL INC. (NEW YORK NY)

CT

03/19/1998 - 12/07/2001

ABN AMRO INCORPORATED (STAMFORD CT)

CT

11/08/1991 - 04/02/1998

GREENWICH CAPITAL MARKETS, INC. (STAMFORD CT)

NA

10/20/1987 - 08/30/1991

MANUFACTURERS HANOVER SECURITIES CORPORATION

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Licenses & Designations

IA

Issued 02/22/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/04/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

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

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/22/1994

Series 3 - National Commodity Futures Examination

BC

Issued 10/17/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Frederick Bergner.
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