Wendy
Burpee

State Farm Investment Management Corp

CRD#4454449
Investment Advisor
in Madison, AL

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About this Advisor

Wendy Burpee is a financial advisor operating in Madison, Alabama, who has 12 years in the industry. Burpee is an employee of State Farm Investment Management Corp. Over the course of their career, they have held roles at State Farm Vp Management Corp, Wendy Burpee Insurance Agency and State Farm Investment Management Corp. Burpee has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Alabama. State Farm Investment Management Corp is a company operating out of Madison, Alabama. It oversees $9 billion in assets among its four client accounts, making it one of the largest financial advisory firms in the nation by assets under management. State Farm Investment Management Corp provides portfolio management for investment companies. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fees billed by State Farm Investment Management Corp typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

12 years

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

150 Sun Temple Dr
Madison, AL 35758

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State Farm Investment Management Corp Brokerage Details

Total Assets Under Management

$8,850,144,904

AL Average: $6,674,516,078
Total Number of Employees

90

AL Average: 44
Total Number of Accounts

4

AL Average: 2,564
Average Account Size

$2,212,536,226

AL Average: $2,603,165

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Investment Advisory Services

  • Portfolio management for investment companies

Wendy Burpee Work History

Wendy has 12 years of experience.

2018 - Present (3 years)

State Farm Investment Management Corp

2008 - Present (13 years)

State Farm Vp Management Corp

2008 - Present (13 years)

Wendy Burpee Insurance Agency

Disclosures

Wendy Burpee has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at State Farm Investment Management Corp

Richard Jung
Mason, OH
Daniel Martinez
Saint Petersburg, FL
Joe Mejia
Longmont, CO
Ramon Smith
Overland Park, KS
Gregory Brenner
Madison, MS
Mary Chitwood
Cincinnati, OH
Jonathan Dame
Cedar Park, TX
Thomas Paul
Wenatchee, WA

This content was compiled from the SEC and FINRA.

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