Paulen
Luttgeharm

State Farm Investment Management Corp

CRD#3177224
Investment Advisor
in Monroe, LA

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About this Advisor

Paulen Luttgeharm is a financial advisor based in Monroe, Louisiana, working with State Farm Investment Management Corp. Paulen has previously held positions at State Farm Vp Management Corp, Paulen Luttgeharm Insurance Agency, and State Farm Investment Management Corp. Paulen is registered to provide services in Louisiana. Currently, Paulen is part of State Farm Investment Management Corp, which operates out of Monroe, Louisiana. 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

Chartered Financial Consultant

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

2116 Forsythe Ave Ste A
Monroe, LA 71201-3600

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State Farm Investment Management Corp Brokerage Details

Total Assets Under Management

$10,164,536,171

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

22

LA Average: 44
Total Number of Accounts

4

LA Average: 2,564
Average Account Size

$2,541,134,043

LA Average: $2,603,165

Investment Advisory Services

  • Portfolio management for investment companies

Paulen Luttgeharm Work History

2021 - Present (3 years)

State Farm Investment Management Corp

2002 - Present (22 years)

Paulen Luttgeharm Insurance Agency

1999 - Present (25 years)

State Farm Vp Management Corp

Disclosures

Please visit the SEC profile of Paulen Luttgeharm 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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