Lois
Mathison

State Farm Investment Management Corp

CRD#4515680
Investment Advisor
in Fremont, NE

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About this Advisor

Lois Mathison is a financial advisor based out of Fremont, Nebraska, who has been in the financial industry for 18 years. Mathison is on the advisory team at State Farm Investment Management Corp. Mathison has gained experience at State Farm Vp Management Corp, Lois Mathison Insurance Agency and State Farm Investment Management Corp. Mathison maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Iowa and Nebraska. State Farm Investment Management Corp is a business that has its headquarters in Fremont, Nebraska. It controls $9 billion in assets between its four customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The company offers portfolio management for investment companies. Financial advisory fees typically are based on the financial services. However, fee types billed by State Farm Investment Management Corp typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

18 years

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

2155 E 23Rd Ave S
Fremont, NE 68025-7849

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State Farm Investment Management Corp Brokerage Details

Total Assets Under Management

$8,850,144,904

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

90

NE Average: 44
Total Number of Accounts

4

NE Average: 2,564
Average Account Size

$2,212,536,226

NE Average: $2,603,165

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Investment Advisory Services

  • Portfolio management for investment companies

Lois Mathison Work History

Lois has 18 years of experience.

2018 - Present (3 years)

State Farm Investment Management Corp

2005 - Present (16 years)

Lois Mathison Insurance Agency

2002 - Present (19 years)

State Farm Vp Management Corp

Disclosures

Lois Mathison has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at State Farm Investment Management Corp

Heather Kielpinski
Saint Paul, MN
Julia Johnson
Federal Way, WA
Brian West
Melbourne, FL
Anthony Smith
Bossier City, LA
Douglas Robichaux
Thibodaux, LA
Tod Nelson
Wichita, KS
Molly Mcgillen
New Prague, MN

This content was compiled from the SEC and FINRA.

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