Theodore Houghton Heaton
Investment adviser representative at State Farm Investment Management Corp.
45 yearsExperience
8 statesRegistered in
ChFC®Designation
$12.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
45 years in the industry.
- State Farm Investment Management Corp.Jul 2025 to now
- State Farm Vp Management Corp.May 1998 to now
- Ted Heaton Iii Insurance AgencyAug 1980 to now
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 8 states (AL, AZ, CA, CO, CT, ID, IL, TX).
State Farm Investment Management Corp.
$12.9BAssets managed
3,575Clients
7,123Advisers
54 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3076005
- Firm CRD
- 3487