Zachery Moore
Investment adviser representative at State Farm Investment Management Corp.
12 yearsExperience
4 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.
- Zach J Moore Insurance AgencyFeb 2023 to now
- State Farm Investment Management Corp.Oct 2022 to now
- State Farm Vp Management CorpJan 2022 to now
- State Farm InsuranceAug 2022 to Feb 2023
- Doug Yglesias Insurance AgencyNov 2021 to Aug 2022
- Home Health ConnectionSep 2021 to Nov 2021
- KeybankJul 2020 to Sep 2021
- Cetera Investment Advisers LLCFeb 2020 to Jul 2020
- Cetera Investment Services LLCJan 2020 to Jul 2020
- Kindred At HomeMar 2018 to Jan 2020
- Mount Carmel Home HealthMar 2014 to Mar 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 4 states (IN, KY, MI, OH).
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
- 7205029
- Firm CRD
- 3487