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 an advisor who works out of Green Valley, Arizona. Currently a registered financial advisor at State Farm Investment Management Corp, they have gathered 17 years of work experience as a financial advisor. Heltemes has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Heltemes is registered to serve clients in Arizona. Throughout their career, they have worked at State Farm Vp Management Corp, Mark Heltemes Insurance Agency and State Farm Investment Management Corp. State Farm Investment Management Corp is located in Green Valley, Arizona. In total, State Farm Investment Management Corp oversees $9 billion in assets dispersed across four accounts and employs more than 90 people. The firm's total assets under management makes it one of the largest firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. None of the firm's 4 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. State Farm Investment Management Corp can offer portfolio management for investment companies. The firm may charge clients asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

17 years

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Disclosures

No

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

$8,850,144,904

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

90

AZ Average: 44
Total Number of Accounts

4

AZ Average: 2,564
Average Account Size

$2,212,536,226

AZ Average: $2,603,165

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Investment Advisory Services

  • Portfolio management for investment companies

Mark Heltemes Work History

Mark has 17 years of experience.

2018 - Present (3 years)

State Farm Investment Management Corp

2006 - Present (15 years)

Mark Heltemes Insurance Agency

2003 - Present (18 years)

State Farm Vp Management Corp

Disclosures

Mark Heltemes has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at State Farm Investment Management Corp

Nicolas Lezama
Greeley, CO
Anthony Courts
Letart, WV
Carlos Marron
Redwood City, CA
Keyesta Sherman
Montgomery, AL
Allison Hornback
Erlanger, KY
Cindy Stronks
Chino Hills, CA
Adam Hage
Crete, IL
Derek Bird
Plattsmouth, NE

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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