William Albert Schultz
Investment adviser representative at State Farm Investment Management Corp.
12 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
12 years in the industry.
- Bill Schutz Insurance AgencyDec 2025 to now
- State Farm Investment Management Corp.May 2025 to now
- State Farm Vp Management CorpMay 2025 to now
- State Farm InsuranceMay 2025 to Dec 2025
- UnemployedJul 2024 to May 2025
- Landlord Tech, IncJul 2023 to Jul 2024
- Frontline Ems, LLCMay 2020 to Apr 2023
- Sunview Dairy, LLCMay 2017 to Oct 2021
- Pioneer Federal Credit UnionJan 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 2 states (ID, OR).
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
- 8079038
- Firm CRD
- 3487