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Luke Russell Penning

Investment adviser representative at State Farm Investment Management Corp.
8 yearsExperience
3 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

8 years in the industry.

  1. Luke Penning's Insurance AgencySep 2024 to now
  2. State Farm Investment Management Corp.Feb 2024 to now
  3. State Farm Vp Management Corp.Nov 2022 to now
  4. State Farm InsuranceApr 2024 to Sep 2024
  5. Christopher Patrick Insurance AgencyJan 2023 to Apr 2024
  6. Kathy Scott Insurance AgencyJan 2022 to Jan 2023
  7. Paul Erdman Insurance AgencySep 2020 to Nov 2021
  8. Paul Farr Insurance AgencyJul 2020 to Sep 2020
  9. UnemployedApr 2020 to Jul 2020
  10. Electro Sound SystemsJun 2017 to Aug 2017
  11. David Penning Insurance AgencyMay 2017 to Apr 2020
  12. Couch Tomato CafeDec 2016 to May 2017
  13. Full Time StudentAug 2016 to Dec 2016

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024
  • Series 63 · Uniform Securities Agent State Law2024

State registrations

Registered as an investment adviser representative in 3 states (FL, PA, WV).

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
7662271
Firm CRD
3487
Advisor's SEC record (opens in a new tab)
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