James
Wuest

State Farm Investment Management Corp

CRD#7488573
Investment Advisor
in Colorado Springs, CO

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About this Advisor

James Wuest is a financial advisor based in Colorado Springs, Colorado, working with State Farm Investment Management Corp. James has previously held positions at Mike Wuest Insurance Agency, State Farm Mutual Automobile Company, Nick Fransioli Insurance Agency, United World College - USA, Sodexo - Colorado School Of Mines, Mand Made Pizza, State Farm VP Management Corp, and State Farm Investment Management Corp. James has passed the Series 65 regulatory exam and is registered to provide services in Colorado. Currently, James is part of State Farm Investment Management Corp, which operates out of Colorado Springs, Colorado. The firm has 22 employees and manages assets totaling $10.2 billion. The services offered by the firm include portfolio management for investment companies. The fee structure at State Farm Investment Management Corp includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

6809 Space Village Avenue Colorado Springs, Co, Us
Colorado Springs, CO 80915

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State Farm Investment Management Corp Brokerage Details

Total Assets Under Management

$10,164,536,171

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

22

CO Average: 44
Total Number of Accounts

4

CO Average: 2,564
Average Account Size

$2,541,134,043

CO Average: $2,603,165

Investment Advisory Services

  • Portfolio management for investment companies

James Wuest Work History

2023 - Present (2 years)

State Farm Investment Management Corp

2022 - Present (3 years)

State Farm Vp Management Corp

2019 - Present (6 years)

Mike Wuest Insurance Agency

2019 - 2019 (< 1 year)

State Farm Mutual Automobile Company

2017 - 2019 (2 years)

Nick Fransioli Insurance Agency

2016 - 2019 (3 years)

Mand Made Pizza

2015 - 2016 (1 year)

United World College - Usa

2014 - 2015 (1 year)

Sodexo - Colorado School Of Mines

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Disclosures

Please visit the SEC profile of James Wuest 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

Michael Ramirez
Everett, WA
Kang-Ning Hwang
Fullerton, CA
Nathaniel Cruce
Madison, FL
Nathan Cocco
Largo, FL
Kelley Reed
Lafayette, CA
Mitzi Ryburn
Shawnee, KS
Renee Forde
West Fargo, ND
Pablo Sanchez
Downey, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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