Maximilian Wilson
Investment adviser representative at State Farm Investment Management Corp.
10 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
10 years in the industry.
- Max Wilson Insurance AgencyAug 2025 to now
- State Farm Vp Management Corp.Aug 2025 to now
- State Farm Investment Management Corp.Mar 2025 to now
- State Farm Vp Management Corp.Apr 2025 to Jul 2025
- State Farm InsuranceMar 2025 to Jul 2025
- Osaic Wealth, Inc.Jun 2024 to Mar 2025
- Wealth Management AssociatesJun 2023 to Mar 2025
- Securities America, Inc.May 2023 to Jun 2024
- Jaimee Hammer, EaJan 2023 to Apr 2023
- Appraiser Network LLCNov 2021 to Mar 2025
- Haddonfield Financial Planning LLCOct 2020 to May 2023
- Tavarez AppraisalJun 2020 to Dec 2021
- JP Morgan Chase Bank, N.A.Mar 2019 to Jun 2020
- JP Morgan Securities LLCMar 2019 to Jun 2020
- JPMorgan ChaseMar 2019 to Jun 2020
- Fidelity Personal and Workplace AdvisorsJul 2018 to Mar 2019
- Fidelity Brokerage Services LLCFeb 2015 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2015
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 3 states (DE, NJ, PA).
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
- 5763579
- Firm CRD
- 3487