Mark
Heltemes
State Farm Investment Management Corp
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About this Advisor
Mark Heltemes is a financial advisor who works out of Green Valley, Arizona with 5 years of relevant experience. Heltemes is an advisor for State Farm Investment Management Corp. Their career trajectory has included roles at State Farm Vp Management Corp, Mark Heltemes Insurance Agency and State Farm Investment Management Corp. Heltemes has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Arizona. State Farm Investment Management Corp is an advisory business that has its headquarters in Bloomington, IL. It oversees $9 billion in assets under management between its four client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. State Farm Investment Management Corp provides portfolio management for investment companies. Fees for financial management largely are based on the type of financial services provided. However, fees charged by State Farm Investment Management Corp typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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State Farm Investment Management Corp Brokerage Details
$9,288,676,705
22
4
$2,322,169,176
Investment Advisory Services
- Portfolio management for investment companies
Mark Heltemes Work History
Mark has been registered as a financial advisor for 5 years.*
State Farm Investment Management Corp
Mark Heltemes Insurance Agency
State Farm Vp Management Corp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mark Heltemes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at State Farm Investment Management Corp
Prescott, AZ
West Hills, CA
Arlington Heights, IL
Collierville, TN
Dakota Dunes, SD
Cathedral City, CA
Salt Lake City, UT
San Ramon, CA
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