William
Luna

State Farm Investment Management Corp

CRD#6854681
Investment Advisor
in Dripping Springs, TX

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About this Advisor

William Luna is a financial advisor based in Dripping Springs, Texas, working with State Farm Investment Management Corp. William has previously held positions at Hodges-Mace, American Income Life Insurance Company, Bobcat Nation Sports Bar And Grill, North East Independent School District, Austin Discovery School, Horace Mann Investors, Inc, Horace Mann Companies, Uber & Lyft, State Farm Insurance, William Luna Insurance Agency, State Farm Vp Management Corp, and State Farm Investment Management Corp. William has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, William is part of State Farm Investment Management Corp, which operates out of Dripping Springs, Texas. 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 65, Series 63

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

2440 East Hwy 290 Suite E22
Dripping Springs, TX 78620

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State Farm Investment Management Corp Brokerage Details

Total Assets Under Management

$10,164,536,171

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

22

TX Average: 44
Total Number of Accounts

4

TX Average: 2,564
Average Account Size

$2,541,134,043

TX Average: $2,603,165

Investment Advisory Services

  • Portfolio management for investment companies

William Luna Work History

2023 - Present (1 year)

William Luna Insurance Agency

2023 - Present (1 year)

State Farm Vp Management Corp

2023 - Present (1 year)

State Farm Investment Management Corp

2022 - Present (2 years)

Uber & Lyft

2023 - 2023 (< 1 year)

State Farm Insurance

2018 - 2023 (5 years)

Horace Mann Investors, Inc

2018 - 2023 (5 years)

Horace Mann Companies

2017 - 2018 (1 year)

Hodges-Mace

2016 - 2017 (1 year)

American Income Life Insurance Company

2015 - 2016 (1 year)

Bobcat Nation Sports Bar And Grill

2014 - 2015 (1 year)

North East Independent School District

2013 - 2014 (1 year)

Austin Discovery School

Disclosures

Please visit the SEC profile of William Luna 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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