Donald
Mahoney

State Farm Investment Management Corp

CRD#5887337
Investment Advisor
in Lemont, IL

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About this Advisor

Donald Mahoney is a chartered financial consultant who works out of Lemont, Illinois, with 5 years of relevant experience. Mahoney is currently employed by State Farm Investment Management Corp. The advisor has gained experience at State Farm Insurance, State Farm Vp Management Corp, Donald Mahoney Insurance Agency and State Farm Investment Management Corp. Mahoney has a Series 63 license, certifying them as a securities agent, and is able to serve investors in Illinois. State Farm Investment Management Corp is an advisory firm that has its headquarters in Bloomington, IL. It handles $9 billion in assets between its four accounts, placing it among the largest financial advisory firms in the nation by assets under management. State Farm Investment Management Corp offers portfolio management for investment companies. Financial management fee schedules largely vary depending on which service is offered. However, fees charged by State Farm Investment Management Corp typically consist of asset-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

5 years

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

Lemont, IL

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State Farm Investment Management Corp Brokerage Details

Total Assets Under Management

$9,288,676,705

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

22

IL Average: 44
Total Number of Accounts

4

IL Average: 2,564
Average Account Size

$2,322,169,176

IL Average: $2,603,165

Investment Advisory Services

  • Portfolio management for investment companies

Donald Mahoney Work History

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

2018 - Present (6 years)

State Farm Investment Management Corp

2016 - Present (8 years)

State Farm Insurance

2016 - Present (8 years)

State Farm Vp Management Corp

2013 - 2016 (3 years)

State Farm Vp Management Corp

2013 - 2016 (3 years)

Donald Mahoney Insurance Agency

2012 - 2013 (1 year)

State Farm Insurance

2012 - 2013 (1 year)

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 Donald Mahoney 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

Christopher Leming
Flowery Branch, GA
Kenneth Smith
Oklahoma City, OK
Patrick Ford
Batesville, AR
Steve Fay
Brooklyn, NY
Lauren Brenneman
Hagerstown, MD
Mashanda Martin
Dallas, TX
Jillian Davis
Statesville, NC
Brian Gornik
Indianapolis, IN

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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