State Farm Investment Management Corp

Investment Advisor
in Collierville, TN

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About this Advisor

William Patteson is a financial advisor working out of Collierville, Tennessee with 1 year of relevant experience. Patteson works at State Farm Investment Management Corp. Patteson has gained experience at Cantor Fitzgerald & Co, Wells Fargo Advisors, LLC, Massmutual, Suntrust Investment Services, Inc, Suntrust Advisory Services, Inc, Raymond James And Associates, State Farm Insurance, State Farm Vp Managment Corp, Autonation, Inc, Innosource, Inc, Amazon, Inc, Bruce Patteson LLC, State Farm Investment Management Corp and Ameriprise Financial Services, LLC. Patteson maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and can work in Tennessee. State Farm Investment Management Corp is a registered investment company headquartered in Bloomington, IL. It controls $9 billion in assets under management across its four customer accounts, making it one of the biggest 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 advice typically are based on which services the firm provides the client. Fees billed by State Farm Investment Management Corp typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

Collierville, TN

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State Farm Investment Management Corp Brokerage Details

Total Assets Under Management


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


TN Average: 44
Total Number of Accounts


TN Average: 2,564
Average Account Size


TN Average: $2,603,165

Investment Advisory Services

  • Portfolio management for investment companies

William Patteson Work History

William has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

State Farm Insurance

2022 - Present (2 years)

State Farm Vp Managment Corp

2022 - Present (2 years)

State Farm Investment Management Corp

2022 - 2022 (< 1 year)

Autonation, Inc

2021 - 2022 (1 year)

Innosource, Inc

2021 - 2021 (< 1 year)

Amazon, Inc

2021 - 2022 (1 year)

Bruce Patteson LLC

2020 - 2021 (1 year)

Ameriprise Financial Services, LLC

2018 - 2020 (2 years)

Raymond James And Associates

2017 - 2018 (1 year)

Suntrust Investment Services, Inc

2017 - 2018 (1 year)

Suntrust Advisory Services, Inc

2016 - 2017 (1 year)


2015 - 2015 (< 1 year)

Wells Fargo Advisors, LLC

2013 - 2014 (1 year)

Cantor Fitzgerald & Co

*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.


Please visit the SEC profile of William Patteson 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

Richard Sundstrom
Fogelsville, PA
Denise Smith
Aurora, CO
Cathleen Espos
Oakland, CA
William Patteson
Collierville, TN
Bradley Griffin
Dakota Dunes, SD
Steven Vinklarek
Austin, TX
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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