Mason Avery
Investment adviser representative at State Farm Investment Management Corp.
10 yearsExperience
3 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.Sep 2026 to now
- Ryan O'shurak's Insurance AgencySep 2026 to now
- State Farm Vp Management CorpSep 2026 to now
- Karen Davis' Insurance AgencyAug 2026 to now
- Cetera Investment Advisers LLCSep 2024 to Jul 2026
- Cetera Wealth Services, LLCJul 2024 to Jul 2026
- Renaissance FinancialJul 2024 to Jul 2026
- Ameritas Life Insurance CorpMar 2023 to May 2024
- Latitude ApartmentsJul 2022 to Mar 2023
- Dairy QueenMay 2021 to Dec 2021
- University of Nebraska-lincolnAug 2020 to May 2024
- Madison Public LibraryJun 2019 to Aug 2020
- Saint Thomas AquinasMay 2018 to Aug 2018
- Madison High SchoolAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (DE, MD, NE).
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
- 7950173
- Firm CRD
- 3487