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Sarah Mackenzie Wright

Investment adviser representative at State Farm Investment Management Corp.
13 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

13 years in the industry.

  1. State Farm InsuranceJun 2026 to now
  2. State Farm Investment Management Corp.Oct 2022 to now
  3. State Farm Vp Management CorpJun 2022 to now
  4. Sarah Wright Insurance AgencyAug 2023 to Jun 2026
  5. State Farm InsuranceMar 2023 to Aug 2023
  6. Kendra Gries Insurance AgencyMay 2021 to Mar 2023
  7. UnemployedFeb 2021 to May 2021
  8. Messenger InternationalMar 2019 to Jan 2021
  9. Living Stones Christian ChurchJul 2013 to Apr 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022
  • Series 63 · Uniform Securities Agent State Law2026

State registrations

Registered as an investment adviser representative in 2 states (CO, TN).

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
7564890
Firm CRD
3487
Advisor's SEC record (opens in a new tab)
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