Skip to content

Michael Smith

Investment adviser representative at State Farm Investment Management Corp.
8 yearsExperience
2 statesRegistered in
$12.9BFirm assets
54 yearsFirm in business

Are you Michael Smith? Claim your profile

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

8 years in the industry.

  1. Michael Smith Insurance AgencyDec 2023 to now
  2. State Farm Vp Management CorpDec 2023 to now
  3. State Farm Investment Management Corp.Aug 2022 to now
  4. State Farm InsuranceJul 2023 to Nov 2023
  5. State Farm Vp Management Corp.Jan 2022 to Nov 2023
  6. Michael Church Insurance AgencyMar 2018 to Jul 2023
  7. P & P Insurance LLCFeb 2015 to Mar 2018

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 (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
7496796
Firm CRD
3487
Advisor's SEC record (opens in a new tab)
CallContact this firm