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Constance Kay Matthews

Investment adviser representative at State Farm Investment Management Corp.
9 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

9 years in the industry.

  1. Connie Matthews Insurance AgencyOct 2025 to now
  2. State Farm Investment Management Corp,Jun 2025 to now
  3. State Farm Vp Management CorpJun 2025 to now
  4. State Farm InsuranceOct 2024 to Oct 2025
  5. State Farm Investment Management CorpOct 2024 to Dec 2024
  6. State Farm Vp Management CorpAug 2024 to Dec 2024
  7. Zach Plackemeier Insurance AgencyMay 2022 to Oct 2024
  8. Stephanie Wilmsmeyer Insurance AgencyMar 2020 to May 2022
  9. UnemployedMay 2018 to Mar 2020
  10. University of Missouri-columbiaMay 2016 to May 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2024
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 3 states (IL, KS, MO).

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
7978789
Firm CRD
3487
Advisor's SEC record (opens in a new tab)
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