William
Lashbrook

State Farm Investment Management Corp

CRD#7870774
Investment Advisor
in Anderson, IN

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About this Advisor

William Lashbrook is a financial advisor based in Anderson, Indiana, working with State Farm Investment Management Corp. William has previously held positions at Anderson Country Club, Anderson University, Legacy Homecare, Kmg Homecare, The Exercise Coach, Highland Middle School, Anderson Community Schools, Fred Palmer Insurance Agency, Brooke Palmer Insurance Agency, State Fam Vp Management Corp, State Farm Vp Management Corp, State Farm Investment Management Corp, and State Farm Insurance. William has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana. Currently, William is part of State Farm Investment Management Corp, which operates out of Anderson, Indiana. 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 63, Series 65

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

Anderson, IN

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State Farm Investment Management Corp Brokerage Details

Total Assets Under Management

$10,164,536,171

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

22

IN Average: 44
Total Number of Accounts

4

IN Average: 2,564
Average Account Size

$2,541,134,043

IN Average: $2,603,165

Investment Advisory Services

  • Portfolio management for investment companies

William Lashbrook Work History

2024 - Present (0 year)

State Fam Vp Management Corp

2024 - Present (0 year)

State Farm Vp Management Corp

2024 - Present (0 year)

State Farm Investment Management Corp

2024 - Present (0 year)

State Farm Insurance

2023 - Present (1 year)

Highland Middle School

2023 - Present (1 year)

Brooke Palmer Insurance Agency

2022 - Present (2 years)

Fred Palmer Insurance Agency

2021 - 2022 (1 year)

Kmg Homecare

2021 - 2022 (1 year)

The Exercise Coach

2020 - 2022 (2 years)

Legacy Homecare

2018 - 2022 (4 years)

Anderson Country Club

2017 - 2022 (5 years)

Anderson University

2014 - 2017 (3 years)

Anderson Community Schools

Disclosures

Please visit the SEC profile of William Lashbrook 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

Sheron Richardson
Richardson, TX
Anthony Dow
California, MO
Shawn-Michael Manniel
Chesapeake, VA
Ryan Mccloskey
Puyallup, WA
Carter Valentine
Cedar Rapids, IA
Garrett Palesano
Fairhope, AL
Zachary Johnson
Little Rock, AR
Matthew Tupa
Houston, TX

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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