Wade
Walters

State Farm Investment Management Corp

CRD#7804843
Investment Advisor
in Nitro, WV

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About this Advisor

Wade Walters is a financial advisor based in Nitro, West Virginia, working with State Farm Investment Management Corp. Wade has previously held positions at State Farm Vp Management Corp, Wade Walters Insurance Agency, State Farm Insurance, John Bumgarner Insurance Agency, Enterprise Rent-A-Car, General Nutrition Center, Dicks Sporting Goods, Walsworth Yearbooks, Homemaker, and State Farm Investment Management Corp. Wade has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Kentucky, Ohio, Virginia, and West Virginia. Currently, Wade is part of State Farm Investment Management Corp, which operates out of Nitro, West Virginia. 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

2902 29Th Street
Nitro, WV 25143

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State Farm Investment Management Corp Brokerage Details

Total Assets Under Management

$10,164,536,171

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

22

WV Average: 44
Total Number of Accounts

4

WV Average: 2,564
Average Account Size

$2,541,134,043

WV Average: $2,603,165

Investment Advisory Services

  • Portfolio management for investment companies

Wade Walters Work History

2023 - Present (1 year)

State Farm Vp Management Corp

2023 - Present (1 year)

State Farm Investment Management Corp

2021 - Present (3 years)

Wade Walters Insurance Agency

2021 - 2021 (< 1 year)

State Farm Insurance

2018 - 2021 (3 years)

John Bumgarner Insurance Agency

2017 - 2018 (1 year)

Enterprise Rent-A-Car

2016 - 2017 (1 year)

General Nutrition Center

2015 - 2016 (1 year)

Dicks Sporting Goods

2015 - 2016 (1 year)

Walsworth Yearbooks

2015 - 2015 (< 1 year)

Dicks Sporting Goods

2015 - 2015 (< 1 year)

Homemaker

2014 - 2015 (1 year)

Dicks Sporting Goods

2013 - 2014 (1 year)

Homemaker

Disclosures

Please visit the SEC profile of Wade Walters 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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