Michael
Peterson

State Farm Investment Management Corp

CRD#7459816
Investment Advisor
in Stroudsburg, PA

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About this Advisor

Michael Peterson is a financial advisor based in Stroudsburg, Pennsylvania. Peterson is on the advisory team at State Farm Investment Management Corp. Peterson has gained experience at Mike Peterson Insurance Agency, State Farm Insurance, State Farm Vp Management Corp, Liberty Tax, Stericycle, Cdd LLC, Cintas and State Farm Investment Management Corp. Peterson has Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in New Jersey and Pennsylvania. State Farm Investment Management Corp is a company that has its headquarters in Bloomington, IL. It administers $9 billion in total assets across its four accounts, making it one of the largest firms in the nation by assets under management. State Farm Investment Management Corp provides portfolio management for investment companies. Financial management fee schedules largely vary depending on the services offered. However, fees charged by State Farm Investment Management Corp typically consist of asset-based fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

less than 1 year

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

912 Main St Ste 103
Stroudsburg, PA 18360-1641

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State Farm Investment Management Corp Brokerage Details

Total Assets Under Management

$9,288,676,705

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

$2,322,169,176

PA Average: $2,603,165

Investment Advisory Services

  • Portfolio management for investment companies

Michael Peterson Work History

Michael has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

State Farm Investment Management Corp

2021 - Present (3 years)

State Farm Vp Management Corp

2018 - Present (6 years)

Mike Peterson Insurance Agency

2018 - 2018 (< 1 year)

State Farm Insurance

2017 - 2018 (1 year)

Liberty Tax

2016 - 2017 (1 year)

Stericycle

2014 - 2016 (2 years)

Cdd LLC

2010 - 2014 (4 years)

Cintas

*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 Michael Peterson 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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