Chad
Heeter

State Farm Investment Management Corp

CRD#6452226
Investment Advisor
in Battle Creek, MI

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Chad Heeter is a chartered financial consultant operating in Battle Creek, Michigan with 2 years of relevant experience. Heeter is currently employed by State Farm Investment Management Corp. Over the course of their career, Heeter has held roles at Paul Clark Insurance Agency, State Farm Vp Management Corp, Kellogg, Chad Heeter Insurnace Agency, State Farm Insurance and State Farm Investment Management Corp. Heeter maintains a Series 63 license, qualifying them as a securities representative, and can serve investors in Michigan. State Farm Investment Management Corp is an advisory company that has its headquarters in Bloomington, IL. It controls $9 billion in assets across its four customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The advisory firm provides portfolio management for investment companies. A financial advisor's fee schedules usually vary depending on which services are offered. Fees charged by State Farm Investment Management Corp typically consist of asset-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

2 years

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

181 North Ave
Battle Creek, MI 49017

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

State Farm Investment Management Corp Brokerage Details

Total Assets Under Management

$9,288,676,705

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

22

MI Average: 44
Total Number of Accounts

4

MI Average: 2,564
Average Account Size

$2,322,169,176

MI Average: $2,603,165

Investment Advisory Services

  • Portfolio management for investment companies

Chad Heeter Work History

Chad has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

State Farm Investment Management Corp

2018 - Present (6 years)

State Farm Vp Management Corp

2017 - Present (7 years)

Chad Heeter Insurnace Agency

2016 - 2016 (< 1 year)

State Farm Insurance

2015 - 2016 (1 year)

State Farm Vp Management Corp

2013 - 2016 (3 years)

Paul Clark Insurance Agency

2011 - 2013 (2 years)

Kellogg

*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 Chad Heeter 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
Zack Rabadi
West Hills, CA
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started