Timothy
Harvey

State Farm Investment Management Corp

CRD#4130037
Investment Advisor
in Battle Creek, MI

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About this Advisor

Timothy Harvey is a chartered financial consultant who works in Battle Creek, Michigan who has 2 years of industry experience. Harvey works at State Farm Investment Management Corp. Over the course of their career, Harvey has held roles at State Farm Vp Management Corp, State Farm Insurance, Tim Harvey Insurance Agency and State Farm Investment Management Corp. Harvey maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Michigan. State Farm Investment Management Corp is a company that has its headquarters in Bloomington, IL. It manages $9 billion in total assets across its four client accounts, making it one of the biggest firms in the country by assets under management. State Farm Investment Management Corp provides portfolio management for investment companies. Fees charged by financial advisors largely depend on which services the firm provides the client. Fees billed by State Farm Investment Management Corp typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years Registered*

2 years

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

218 N. Helmer Road
Battle Creek, MI 49037

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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

Timothy Harvey Work History

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

2021 - Present (3 years)

State Farm Investment Management Corp

2016 - Present (8 years)

Tim Harvey Insurance Agency

2016 - Present (8 years)

State Farm Vp Management Corp

2016 - 2016 (< 1 year)

State Farm Vp Management Corp

2016 - 2016 (< 1 year)

State Farm Insurance

2015 - 2016 (1 year)

State Farm Insurance

2012 - 2015 (3 years)

State Farm Insurance

2011 - 2016 (5 years)

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 Timothy Harvey 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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