Samuel Matthew Loftin
Investment adviser representative at State Farm Investment Management Corp.
12 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
12 years in the industry.
- State Farm Investment Management Corp.May 2023 to now
- State Farm Vp Management CorpFeb 2023 to now
- Rebekah Brown Insurance AgencyDec 2022 to now
- Goosehead Insurance Loftin AgencyMar 2022 to Dec 2022
- Mississippi Farm BureauApr 2019 to Mar 2022
- Nylife Securities LLCSep 2017 to Apr 2019
- New York Life Insurance CoJun 2017 to Apr 2019
- Pro Lawn Maintenance, IncJun 2014 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (AL, MS).
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
- 6813275
- Firm CRD
- 3487