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Zachary Theunis Misak

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 Investment Management Corp.Jul 2024 to now
  2. State Farm Vp Management Corp.Jul 2024 to now
  3. Chris Canady Insurance AgencyMay 2024 to now
  4. The Prudential Insurance Company of AmericaNov 2023 to May 2024
  5. Pruco Securities LLCAug 2023 to May 2024
  6. State Farm Investment Management CorpJun 2023 to Oct 2023
  7. Britney Hollick Insurance AgencyMar 2023 to Oct 2023
  8. State Farm Vp Management Corp.Nov 2022 to Oct 2023
  9. Tom Dickey Insurance AgencyAug 2022 to Mar 2023
  10. Upcode StudiosAug 2021 to Jun 2022
  11. Anthony Sacco Insurance AgencyJan 2021 to Nov 2023
  12. UnemployedAug 2020 to Jan 2021
  13. Northampton County SchoolsAug 2018 to Aug 2020
  14. Anthony Sacco Insurance AgencyDec 2016 to Jun 2018
  15. Malone UniversityAug 2013 to Dec 2016

Exams passed

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

State registrations

Registered as an investment adviser representative in 2 states (NC, VA).

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
7666702
Firm CRD
3487
Advisor's SEC record (opens in a new tab)
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