Luke
Lehman

State Farm Investment Management Corp

CRD#7553642
Investment Advisor
in Saint Paul, MN

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About this Advisor

Luke Lehman is a financial advisor based in Saint Paul, Minnesota, working with State Farm Investment Management Corp. Luke has previously held positions at Matt Jonza Insurance Agency, International Paper, Touching Hearts At Home, Dellwood Country Club, State Farm Vp Management Corp, Mahtomedi High School, State Farm Investment Management Corp, State Farm Insurance, and Luke Lehman Insurance Agency. Luke has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Minnesota and Wisconsin. Currently, Luke is part of State Farm Investment Management Corp, which operates out of Saint Paul, Minnesota. 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 65, Series 63

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

6063 Hudson Rd Ste 140
Saint Paul, MN 55125

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State Farm Investment Management Corp Brokerage Details

Total Assets Under Management

$10,164,536,171

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

22

MN Average: 44
Total Number of Accounts

4

MN Average: 2,564
Average Account Size

$2,541,134,043

MN Average: $2,603,165

Investment Advisory Services

  • Portfolio management for investment companies

Luke Lehman Work History

2023 - Present (2 years)

State Farm Investment Management Corp

2023 - Present (2 years)

State Farm Vp Management Corp

2023 - Present (2 years)

Luke Lehman Insurance Agency

2023 - 2023 (< 1 year)

State Farm Investment Management Corp

2023 - 2023 (< 1 year)

State Farm Vp Management Corp

2023 - 2023 (< 1 year)

State Farm Insurance

2022 - 2023 (1 year)

State Farm Vp Management Corp

2022 - 2023 (1 year)

State Farm Investment Management Corp

2019 - 2023 (4 years)

Matt Jonza Insurance Agency

2018 - 2018 (< 1 year)

International Paper

2017 - 2018 (1 year)

Touching Hearts At Home

2015 - 2017 (2 years)

Dellwood Country Club

2011 - 2016 (5 years)

Mahtomedi High School

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Disclosures

Please visit the SEC profile of Luke Lehman 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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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.

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