Stephen
Cole

State Farm Investment Management Corp

CRD#5874413
Investment Advisor
in Atlanta, GA

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About this Advisor

Stephen Cole is a financial advisor working out of Atlanta, Georgia, who has 4 years of relevant experience. Cole currently works for State Farm Investment Management Corp. Their career trajectory has included roles at Trey Rhodes Insurance Agency, State Farm Vp Management Corp, State Farm Insurance, State Farm Vp Managment Corp, Stephen Cole Insurance Agency and State Farm Investment Management Corp. Cole maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Georgia. State Farm Investment Management Corp is an advisory firm based out of Bloomington, IL. It handles $9 billion in assets under management among its four accounts, making it one of the largest firms in the United States by assets under management. State Farm Investment Management Corp offers portfolio management for investment companies. Fees charged by financial advisors largely depend on the services offered. Fee types charged by State Farm Investment Management Corp typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

201 Allen Rd Ste. 404
Atlanta, GA 30328

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State Farm Investment Management Corp Brokerage Details

Total Assets Under Management

$9,288,676,705

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

22

GA Average: 44
Total Number of Accounts

4

GA Average: 2,564
Average Account Size

$2,322,169,176

GA Average: $2,603,165

Investment Advisory Services

  • Portfolio management for investment companies

Stephen Cole Work History

Stephen has been registered as a financial advisor for 4 years.*

2018 - Present (6 years)

State Farm Investment Management Corp

2014 - Present (10 years)

Stephen Cole Insurance Agency

2014 - Present (10 years)

State Farm Vp Management Corp

2014 - 2014 (< 1 year)

State Farm Insurance

2014 - 2014 (< 1 year)

State Farm Vp Managment Corp

2011 - 2014 (3 years)

State Farm Vp Management Corp

2010 - 2014 (4 years)

Trey Rhodes Insurance Agency

*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 Stephen Cole 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
Scotty Carmack
Springfield, MO
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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