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Annie Daliza Frits

Investment adviser representative at State Farm Investment Management Corp.
11 yearsExperience
2 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.

  1. State Farm InsuranceApr 2020 to now
  2. State Farm Vp Management Corp.Apr 2020 to now
  3. State Farm Investment Management Corp.Sep 2018 to now
  4. Annie Frits Insurance AgencyMay 2015 to Mar 2020
  5. State Farm Vp Management CorpMay 2015 to Mar 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2014
  • Series 65 · Uniform Investment Adviser Law2018

State registrations

Registered as an investment adviser representative in 2 states (AZ, IN).

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
6400126
Firm CRD
3487
Advisor's SEC record (opens in a new tab)
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