Mark Dennis Cortesi
Investment adviser representative at State Farm Investment Management Corp.
11 yearsExperience
3 statesRegistered in
$12.9BFirm assets
54 yearsFirm in business
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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
11 years in the industry.
- State Farm Investment Management Corp.Aug 2018 to now
- Mark Cortesi Insurance AgencyOct 2015 to now
- State Farm Vp Management CorpOct 2015 to now
Exams passed
- Series 66 · Uniform Combined State Law1999
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 3 states (IL, MI, MO).
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
- 3203577
- Firm CRD
- 3487