linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Zachary Theunis Misak

State Farm Investment Management Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Zachary? Claim Your Profile

About Zachary Theunis Misak

Zachary Theunis Misak is a financial professional with experience in the insurance and financial services industries. Zachary is a registered representative and investment advisor representative for State Farm Investment Management Corp., offering investment advisory services to individual clients and investment companies. Previously, Zachary worked for PRUCO SECURITIES, LLC. and State Farm VP Management Corp. Zachary holds the Series 63, 65, and SIE licenses and is registered in North Carolina and Virginia.

Firm Information

Zachary Misak 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.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Zachary Misak’s Registration & Firm History

NC

07/15/2024 - Present

State Farm Investment Management Corp. (Roanoke Rapids NC)

PA

10/05/2023 - 05/21/2024

PRUCO SECURITIES, LLC. (Canonsburg PA)

IL

01/23/2023 - 10/17/2023

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

Not sure if Zachary Theunis Misak is right for you?

Licenses & Designations

IA

Issued 06/27/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/22/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/26/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/23/2023

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

BC

Issued 06/29/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zachary Theunis Misak.
Not sure if Zachary Theunis Misak is right for you?