Poonam Walia
Investment adviser representative at State Farm Investment Management Corp.
13 yearsExperience
3 statesRegistered in
$12.9BFirm assets
54 yearsFirm in business
Are you Poonam Walia? 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
13 years in the industry.
- State Farm Investment Management Corp.Aug 2025 to now
- State Farm Vp Management CorpAug 2025 to now
- Poonam Walia's Insurance AgencyOct 2021 to now
- BakkavorJul 2019 to Oct 2021
- Vance & HinesOct 2018 to Jul 2019
- OakleyMar 2013 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 3 states (AZ, CA, 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
- 8152581
- Firm CRD
- 3487