Steven Andrew Sanchez
Investment adviser representative at State Farm Investment Management Corp.
12 yearsExperience
5 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
12 years in the industry.
- State Farm Investment Management Corp.Feb 2024 to now
- State Farm Vp Management CorpOct 2020 to now
- Steven Sanchez Insurance AgencyAug 2020 to now
- State Farm InsuranceMar 2020 to Jul 2020
- Cuso Financial Services LPOct 2019 to Feb 2020
- UnemployedAug 2019 to Oct 2019
- Voya Financial Advisors IncNov 2016 to Jul 2019
- Valic Financial Advisors, IncJun 2014 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 5 states (AZ, CA, HI, NV, OR).
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
- 5625993
- Firm CRD
- 3487