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William Michael Ashworth

State Farm Investment Management Corp.

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About William Michael Ashworth

William Michael Ashworth is a registered investment advisor representative with State Farm Investment Management Corp. William Michael Ashworth has been in the industry since September 29, 2011. William Michael Ashworth has passed the Series 63, Series 65, and SIE exams. William Michael Ashworth is currently registered in Arkansas, Mississippi, and Tennessee. William Michael Ashworth is also a licensed insurance agent in the state of Tennessee. William Michael Ashworth has a general partnership in CM Enterprises of Lakeland. William Michael Ashworth's primary office is located in Lakeland, Tennessee, with State Farm Investment Management Corp. William Michael Ashworth focuses on providing portfolio management services to individuals and investment companies.

Firm Information

William Ashworth 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 Ashworth’s Registration & Firm History

TN

12/05/2018 - Present

State Farm Investment Management Corp. (Lakeland TN)

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Licenses & Designations

IA

Issued 12/05/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/30/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Michael Ashworth.
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