Matthew James Coffey
Investment adviser representative at State Farm Investment Management Corp.
8 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
8 years in the industry.
- Matt Coffey Insurance AgencyNov 2024 to now
- State Farm Investment Management Corp.Jan 2024 to now
- State Farm Vp Management CorpMar 2020 to now
- State Farm InsuranceJul 2024 to Nov 2024
- Thomas Dudek Insurance AgencyMar 2020 to Jul 2024
- Ascendo ResourcesJul 2019 to Jan 2020
- Peachtree CompanyOct 2018 to Jun 2019
- Zoom Media CorporationOct 2017 to Aug 2018
- AmbaApr 2017 to Oct 2017
- Locumtenens.comOct 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (AL, GA).
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
- 7735946
- Firm CRD
- 3487