Wendi B. Valles
Investment adviser representative at State Farm Investment Management Corp.
27 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
27 years in the industry.
- State Farm Investment Management Corp.Jan 2024 to now
- State Farm Vp Management Corp.Mar 2021 to now
- Wendi Valles Insurance AgencyMar 2021 to now
- State Farm InsuranceOct 2020 to Feb 2021
- State Farm Vp Management Corp.Oct 2020 to Feb 2021
- State Farm Vp Management Corp.Sep 2014 to Oct 2018
- Mark Hafemeister Insurance AgencyDec 1999 to Sep 2020
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 6400743
- Firm CRD
- 3487