Mitchell Lee Velgersdyk
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.
- Mitch Velgersdyk Insurance AgencyAug 2025 to now
- State Farm Investment Management Corp.Apr 2023 to now
- State Farm Vp Management CorpJan 2023 to now
- State Farm InsuranceMar 2025 to Aug 2025
- Amy Wakem Insurance AgencySep 2021 to Mar 2025
- State Farm Vp Management Corp.Oct 2019 to Sep 2021
- Kevin Vote Insurance AgencyJan 2018 to Sep 2021
- Cri Securities, LLCJul 2016 to Dec 2017
- Minnesota Life Insurance Co.Jul 2016 to Dec 2017
- North Star Resource GroupJul 2016 to Dec 2017
- Securian Financial Services, Inc.Jul 2016 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 3 states (MN, ND, WI).
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
- 6556284
- Firm CRD
- 3487