Financial ADVSR advisor directory · SEC adviser records
State Farm Investment Management Corp. financial advisors in Westerville, OH
Every SEC-registered investment adviser representative at a State Farm Investment Management Corp. office in Westerville, A to Z.
The short answer
4 registered advisors work at State Farm Investment Management Corp. in Westerville, out of 6,578 at the firm nationwide; it ranks number 8 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.
State Farm Investment Management Corp. advisors in Westerville, A to Z
Every State Farm Investment Management Corp. advisor →- Thomas S. DawsonChartered Financial Consultant · Also a broker rep
- Deborah L. MontgomeryChartered Financial Consultant · Also a broker rep
- Anthony S. PelfreyAlso a broker rep
- William P. TecklenburgAlso a broker rep
State Farm Investment Management Corp. advisors in every city and state →State Farm Investment Management Corp.: assets, clients and custodians →Advisor Moves: who changed firms this week →
State Farm Investment Management Corp. advisors in other cities
Houston, TX 47San Antonio, TX 43Chicago, IL 36Bloomington, IL 30Louisville, KY 28Austin, TX 26Indianapolis, IN 26Omaha, NE 23Tulsa, OK 23Albuquerque, NM 21Atlanta, GA 21Denver, CO 20Jacksonville, FL 20Phoenix, AZ 20Cincinnati, OH 19
Other firms in Westerville
All Westerville advisors →LPL Financial LLC 19Edward Jones 10Wells Fargo Clearing Services, LLC 8J.P. Morgan Securities LLC 7Buckeye Wealth Management LLC 4Morgan Stanley 4Shaffer Capital 4Swisher Financial Concepts, Inc. 4Wealthbridge Capital Management, LLC 4Ameriprise Financial Services, LLC 3Arseneau Financial 3Bankers Life Advisory Services, Inc. 3
Questions
How many financial advisors does State Farm Investment Management Corp. have in Westerville?
4 investment adviser representatives are registered at State Farm Investment Management Corp. offices in Westerville, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 6,578 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.
Is State Farm Investment Management Corp. one of the largest advisor employers in Westerville?
State Farm Investment Management Corp. ranks number 8 in Westerville by registered advisors; LPL Financial LLC has the most, with 19.
How do I check a State Farm Investment Management Corp. advisor in Westerville?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the State Farm Investment Management Corp. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.