Donald Rose
Investment adviser representative at State Farm Investment Management Corp.
24 yearsExperience
4 statesRegistered in
$12.9BFirm assets
54 yearsFirm in business
Are you Donald Rose? Claim your profile
Contact this firm
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
24 years in the industry.
- State Farm Investment Management Corp.Sep 2023 to now
- Donald Rose Insurance AgencyFeb 2020 to now
- State Farm Vp Management CorpApr 2002 to now
- State Farm InsuranceSep 2019 to Jan 2020
- Steve Basler Insurance AgencyJan 2019 to Sep 2019
- Transamerica Financial Advisors, IncFeb 2018 to Jan 2019
- World Financial Group, Inc.Dec 2017 to Jan 2019
- TIAAMay 2016 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 4 states (CO, NE, NM, UT).
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
- 6655590
- Firm CRD
- 3487