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Terrence Michael Ludwig

Investment adviser representative at State Farm Investment Management Corp.
25 yearsExperience
5 statesRegistered in
ChFC®, CFADesignations
$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

25 years in the industry.

  1. State Farm Mutual Automobile Insurance CompanyJun 2022 to now
  2. State Farm Health Insurance CompanyMar 2018 to now
  3. State Farm Life and Accident Assurance CompanyMar 2018 to now
  4. State Farm Life Insurance CompanyMar 2018 to now
  5. State Farm Investment Management Corp.Mar 2016 to now
  6. State Farm Vp Management Corp.Apr 2001 to now
  7. State Farm Associates' Fund TrustFeb 2018 to Mar 2022
  8. State Farm Variable Product TrustsMar 2016 to Dec 2022
  9. State Farm Mutual Fund TrustsMar 2016 to Apr 2019
  10. State Farm Associates' Fund TrustsMar 2016 to Feb 2018
  11. State Farm InsuranceMay 2012 to Jun 2022

Designations

  • ChFC®
  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000

State registrations

Registered as an investment adviser representative in 5 states (IL, NM, OH, SD, 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
3231040
Firm CRD
3487
Advisor's SEC record (opens in a new tab)
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