Monte Folsom
Investment adviser representative at State Farm Investment Management Corp.
10 yearsExperience
7 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
10 years in the industry.
- State Farm Investment Management Corp.Aug 2023 to now
- State Farm Vp Management Corp.Aug 2023 to now
- Monte Folsom Insurance AgencyMay 2020 to now
- Mark Hancock Insurance AgencySep 2018 to May 2020
- A Cranford Company LLCApr 2017 to Sep 2018
- Aptive Pest ControlApr 2016 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 7 states (ID, MT, NV, OR, UT, WA, WY).
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
- 7803895
- Firm CRD
- 3487