State Farm Investment Management Corp
Answer a few questions and
get matched with an advisor.
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
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
Investment Advisory Services
- Portfolio management for investment companies
William Patteson Work History
William has been registered as a financial advisor for 1 years.*
State Farm Insurance
State Farm Vp Managment Corp
State Farm Investment Management Corp
Bruce Patteson LLC
Ameriprise Financial Services, LLC
Raymond James And Associates
Suntrust Investment Services, Inc
Suntrust Advisory Services, Inc
Wells Fargo Advisors, LLC
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
Dakota Dunes, SD
Salt Lake City, UT
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 email@example.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.