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Anna Marie Wagner

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. Anna Wagner's Insurance AgencyJul 2024 to now
  2. State Farm Investment Management Corp.Nov 2023 to now
  3. State Farm Vp Management Corp.Feb 2023 to now
  4. State Farm InsuranceFeb 2024 to Jul 2024
  5. Sue Breesnee Insurance AgencyJan 2023 to Feb 2024
  6. Jack Praxel Insurance AgencyJan 2021 to Feb 2024
  7. Kindred HospiceApr 2019 to Jan 2021
  8. Kline Galland HospiceApr 2016 to Apr 2019
  9. Highline Medical CenterJan 2014 to Apr 2019

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 (ID, WA).

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
7694596
Firm CRD
3487
Advisor's SEC record (opens in a new tab)
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