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Patric Curtis Luera

Investment adviser representative at State Farm Investment Management Corp.
12 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

12 years in the industry.

  1. State Farm Investment Management Corp.Jul 2023 to now
  2. State Farm Vp Management Corp.Nov 2022 to now
  3. Patric Luera Insurance AgencyMar 2022 to now
  4. State Farm InsuranceAug 2021 to Mar 2022
  5. Adesola Kuyoro State FarmDec 2019 to Aug 2021
  6. UnemployeedSep 2019 to Dec 2019
  7. Kellie Taylor State FarmAug 2019 to Sep 2019
  8. Peyton Pettus State FarmJan 2018 to Aug 2019
  9. Not EmployeedAug 2017 to Jan 2018
  10. Phoenix Residential Property ManagementFeb 2017 to Aug 2017
  11. Gold Leaf Property SlutionsSep 2014 to Feb 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 2 states (GA, TX).

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
7666044
Firm CRD
3487
Advisor's SEC record (opens in a new tab)
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