Mallory Rodriguez villa
Investment adviser representative at State Farm Investment Management Corp.
10 yearsExperience
1 stateRegistered in
ChFC®Designation
$12.9BFirm assets
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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.
- Mallory Rodriguez Insurance AgencyFeb 2026 to now
- State Farm Investment Management Corp.Aug 2025 to now
- State Farm Vp Management CorpSep 2024 to now
- State Farm InsuranceSep 2025 to Jan 2026
- Nick Oldenburg Insurance AgencyJul 2023 to Sep 2025
- Stay-at-home ParentNov 2018 to Jul 2023
- Mercy Health SystemsJul 2017 to Oct 2018
- Darden Restaurant GroupOct 2016 to Jun 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 7982598
- Firm CRD
- 3487