Charles Dick
Investment adviser representative at State Farm Investment Management Corp.
11 yearsExperience
1 stateRegistered in
$12.9BFirm assets
54 yearsFirm in business
Are you Charles Dick? Claim your profile
Contact this firm
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.
- State Farm Investment Management Corp.Jan 2026 to now
- State Farm Vp Management Corp.Jan 2026 to now
- Mark Welty Insurance AgencyNov 2025 to now
- First Command Advisory Services, Inc.Aug 2025 to Aug 2025
- First Command Brokerage Services, Inc.Aug 2025 to Aug 2025
- First Command Insurance Services, Inc.Aug 2025 to Aug 2025
- First Command Brokerage Service IncFeb 2025 to Aug 2025
- HomemakerJun 2024 to Aug 2025
- Geico Local OfficeAug 2020 to Jun 2024
- Geico Corporate OfficeApr 2019 to Aug 2020
- John Harvard's Brew HouseApr 2015 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (OK).
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
- 8038546
- Firm CRD
- 3487