Mark
Heltemes

State Farm Investment Management Corp

CRD#4608787
Investment Advisor
in Green Valley, AZ

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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

Series 63, Series 65

Years Registered*

5 years

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

18745 S I 19 Front Rd Ste A109
Green Valley, AZ 85614-4912

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State Farm Investment Management Corp Brokerage Details

Total Assets Under Management

$9,288,676,705

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

22

AZ Average: 44
Total Number of Accounts

4

AZ Average: 2,564
Average Account Size

$2,322,169,176

AZ Average: $2,603,165

Investment Advisory Services

  • Portfolio management for investment companies

Mark Heltemes Work History

Mark has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

State Farm Investment Management Corp

2006 - Present (18 years)

Mark Heltemes Insurance Agency

2003 - Present (21 years)

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

Adam Smith
Prescott, AZ
Zack Rabadi
West Hills, CA
John Klaus
Arlington Heights, IL
William Patteson
Collierville, TN
Bradley Griffin
Dakota Dunes, SD
Philip Goodge
Cathedral City, CA
Kim Hinkle
Salt Lake City, UT
Paul Hong
San Ramon, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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