Wade Walters
Investment adviser representative at State Farm Investment Management Corp.
10 yearsExperience
4 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.Oct 2023 to now
- State Farm Vp Management Corp.Sep 2023 to now
- Wade Walters Insurance AgencyNov 2021 to now
- State Farm InsuranceJun 2021 to Nov 2021
- John Bumgarner Insurance AgencyJun 2018 to Jun 2021
- Enterprise Rent-a-carFeb 2017 to Jun 2018
- General Nutrition CenterFeb 2016 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 4 states (KY, OH, VA, WV).
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
- 7804843
- Firm CRD
- 3487