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April Jeri Welch

Investment adviser representative at State Farm Investment Management Corp.
17 yearsExperience
1 stateRegistered 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

17 years in the industry.

  1. State Farm Investment Management Corp.Apr 2025 to now
  2. April Welch Insurance AgencyJun 2009 to now
  3. State Farm Vp Management CorpJun 2009 to now
  4. State Farm Investment Management CorpSep 2018 to Jun 2019

Designations

  • ChFC®

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (CO).

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
4701699
Firm CRD
3487
Advisor's SEC record (opens in a new tab)
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