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Marisol Rivera

Investment adviser representative at State Farm Investment Management Corp.
11 yearsExperience
2 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

11 years in the industry.

  1. Marisol Rivera's Insurance AgencyJun 2025 to now
  2. State Farm Investment Management Corp.Nov 2024 to now
  3. State Farm Vp Management CorpNov 2024 to now
  4. State Farm InsuranceNov 2024 to Jun 2025
  5. Gina Zaragoza Insurance AgencySep 2022 to Nov 2024
  6. A&l Financial Services LLCApr 2019 to Oct 2024
  7. Income Tax USA & InsuranceJan 2018 to Mar 2019
  8. Wells Fargo BankDec 2014 to Nov 2017

Exams passed

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

State registrations

Registered as an investment adviser representative in 2 states (NM, TX).

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
8003404
Firm CRD
3487
Advisor's SEC record (opens in a new tab)
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