Matthew William Doak
Investment adviser representative at State Farm Investment Management Corp.
14 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
14 years in the industry.
- Matt Doak Insurance AgencyMay 2023 to now
- State Farm Investment Management Corp.Dec 2022 to now
- State Farm Vp Management CorpJul 2022 to now
- State Farm InsuranceDec 2022 to May 2023
- Dan Fedele Insurance AgencyJun 2021 to Dec 2022
- Kovacik Insurance AgencyMar 2019 to Jun 2021
- Northwestern MutualDec 2018 to Mar 2019
- VerizonJan 2017 to Dec 2018
- Self-employed Personal TrainerMar 2012 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (NC, SC).
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
- 7057018
- Firm CRD
- 3487