Anatoliy Lutsik
Investment adviser representative at State Farm Investment Management Corp.
9 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
9 years in the industry.
- Anthony Lutsik Insurance AgencyDec 2025 to now
- State Farm Investment Management Corp.Jul 2025 to now
- State Farm Vp Management Corp.Jul 2025 to now
- State Farm InsuranceJul 2025 to Dec 2025
- Small Business Direct LLC.Sep 2024 to Jul 2025
- Thrivent FinancialSep 2022 to Sep 2024
- Thrivent Investment Management IncSep 2022 to Sep 2024
- Bridgemark Wealth ManagementDec 2021 to Jun 2022
- Bank of America, N.A.Mar 2021 to Dec 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2021 to Dec 2021
- Suntrust Investment Services, IncJun 2017 to Mar 2021
- Suntrustadvisory Services, IncJun 2017 to Mar 2021
- PNC BankJan 2016 to May 2017
- PNC InvestmentsJan 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 3 states (DC, MD, VA).
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
- 6486450
- Firm CRD
- 3487