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Timothy Eugene Mckenzie

Investment adviser representative at State Farm Investment Management Corp.
28 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

28 years in the industry.

  1. State Farm Vp Managment CorpMay 2023 to now
  2. Tim Mckenzie Insurance AgencyMay 2023 to now
  3. State Farm Investment Management Corp.Dec 2022 to now
  4. State Farm InsuranceDec 2022 to Apr 2023
  5. State Farm Vp Managment CorpDec 2022 to Apr 2023
  6. UnemployedAug 2022 to Dec 2022
  7. State Farm InsuranceJun 2022 to Aug 2022
  8. State Farm Vp Management Corp.Jun 2022 to Aug 2022
  9. UnemployedJan 2022 to Jun 2022
  10. Chick-fil-aAug 2021 to Dec 2021
  11. Lifehouse ChurchAug 1998 to Aug 2021

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, 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
7562170
Firm CRD
3487
Advisor's SEC record (opens in a new tab)
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