Matt
Balke

State Farm Investment Management Corp

CRD#5637809
Investment Advisor
in Quakertown, PA

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About this Advisor

Matt Balke is a financial advisor based in Quakertown, Pennsylvania, working with State Farm Investment Management Corp. Matt has previously held positions at State Farm Vp Management Corp, State Farm Insurance, Matt Balke Insurance Agency, State Farm Investment Management Corp, and Matt Balke's Insurance Agency. Matt has passed the Series 63 regulatory exam and is registered to provide services in Delaware, Maryland, New Jersey, and Pennsylvania. Currently, Matt is part of State Farm Investment Management Corp, which operates out of Quakertown, Pennsylvania. 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 63, Chartered Financial Consultant

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

1540 W Broad St
Quakertown, PA 18951

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State Farm Investment Management Corp Brokerage Details

Total Assets Under Management

$10,164,536,171

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

22

PA Average: 44
Total Number of Accounts

4

PA Average: 2,564
Average Account Size

$2,541,134,043

PA Average: $2,603,165

Investment Advisory Services

  • Portfolio management for investment companies

Matt Balke Work History

2024 - Present (0 year)

Matt Balke'S Insurance Agency

2023 - Present (1 year)

State Farm Investment Management Corp

2023 - Present (1 year)

State Farm Investment Management Corp

2023 - Present (1 year)

State Farm Investment Management Corp

2021 - Present (3 years)

Matt Balke Insurance Agency

2021 - Present (3 years)

State Farm Vp Management Corp

2021 - Present (3 years)

Matt Balke'S Insurance Agency

2021 - Present (3 years)

State Farm Vp Management Corp

2015 - Present (9 years)

Matt Balke Insurance Agency

2015 - Present (9 years)

State Farm Vp Management Corp

2018 - 2019 (1 year)

State Farm Investment Management Corp

2014 - 2014 (< 1 year)

State Farm Insurance

2014 - 2014 (< 1 year)

State Farm Vp Management Corp

2012 - 2014 (2 years)

State Farm Vp Management Corp

2012 - 2014 (2 years)

State Farm Insurance

Disclosures

Please visit the SEC profile of Matt Balke 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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