Molly
Mcgillen

State Farm Investment Management Corp

CRD#6473281
Investment Advisor
in New Prague, MN

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About this Advisor

Molly Mcgillen is a financial advisor who works out of New Prague, Minnesota who has 5 years of industry experience. Mcgillen is currently employed by State Farm Investment Management Corp. During their career, the advisor has held roles at Shane Mason Insurance Agency, State Farm Vp Management Corp, Dan Schroeder Insurance Agency, Molly Mcgillen Insurance Agency, State Farm Insurance and State Farm Investment Management Corp. Mcgillen maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Minnesota. State Farm Investment Management Corp is a registered investment company that has its headquarters in Bloomington, IL. It oversees $9 billion in total assets between its four customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. State Farm Investment Management Corp offers portfolio management for investment companies. Fees for financial management largely are based on which services the firm provides the client. Fees charged by State Farm Investment Management Corp typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

201 Main St W
New Prague, MN 56071

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State Farm Investment Management Corp Brokerage Details

Total Assets Under Management

$9,288,676,705

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

$2,322,169,176

MN Average: $2,603,165

Investment Advisory Services

  • Portfolio management for investment companies

Molly Mcgillen Work History

Molly has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

State Farm Vp Management Corp

2018 - Present (6 years)

State Farm Investment Management Corp

2017 - Present (7 years)

Molly Mcgillen Insurance Agency

2016 - 2017 (1 year)

State Farm Insurance

2015 - 2016 (1 year)

State Farm Vp Management Corp

2015 - 2016 (1 year)

Dan Schroeder Insurance Agency

2010 - 2016 (6 years)

Shane Mason Insurance Agency

*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 Molly Mcgillen 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.

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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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