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William Matthew Burris

State Farm Investment Management Corp.

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About William Matthew Burris

William Matthew Burris is a financial professional with over 30 years of experience in the financial services industry. William is currently registered as an Investment Advisor Representative with State Farm Investment Management Corp. William has a broad range of experience in the financial services industry, having previously held positions with Nationwide Securities, LLC and Pruco Securities Corporation. William holds both a Series 63 and a Series 65 license and has a proven track record of providing investment advice to individuals and investment companies.

Firm Information

William Burris 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 Burris’s Registration & Firm History

DE

05/30/2023 - Present

State Farm Investment Management Corp. (Hockessin DE)

DE

03/24/2008 - 04/01/2011

NATIONWIDE SECURITIES, LLC (WILMINGTON DE)

NJ

02/13/1990 - 07/01/1996

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

02/13/1990 - 12/10/1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

IA

Issued 05/18/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/10/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/21/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for William Matthew Burris. Review regulatory record here.
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