David
Walbom
State Farm Investment Management Corp
Answer a few questions and
get matched with an advisor.
About this Advisor
David Walbom is a financial advisor operating in Toledo, Ohio with a total of 5 years of relevant experience. Walbom is an advisor for State Farm Investment Management Corp. Over the course of their career, Walbom has held roles at State Farm Investment Management Corp, State Farm Vp Management Corp and David Walbom Insurance Agency. Walbom holds a Series 65 license, certifying them as an investment advisor representative, and is registered to work in Ohio. State Farm Investment Management Corp is a registered investment company that has its headquarters in Bloomington, IL. It administers $9 billion in assets among its four accounts, placing it among the largest financial advisory firms in the United States by assets under management. State Farm Investment Management Corp provides portfolio management for investment companies. Fees for financial advice are based on which service is offered. Fees charged by State Farm Investment Management Corp typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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
$9,288,676,705
22
4
$2,322,169,176
Investment Advisory Services
- Portfolio management for investment companies
David Walbom Work History
David has been registered as a financial advisor for 5 years.*
State Farm Investment Management Corp
State Farm Vp Management Corp
David Walbom 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 David Walbom 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
Belmont, NC
Clemson, SC
Santee, CA
Indianapolis, IN
Batesville, AR
Brooklyn, NY
Florence, AL
Indianapolis, IN
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.
