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Cole Morifuji

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.

  1. State Farm Investment Management Corp.Jun 2026 to now
  2. Colin Charlson Insurance AgencyJun 2026 to now
  3. State Farm Vp Management Corp.Jun 2026 to now
  4. Self EmployedJan 2025 to now
  5. State Farm InsuranceOct 2025 to Dec 2025
  6. State Farm Investment Management Corp,Oct 2025 to Dec 2025
  7. State Farm Vp Management Corp.Oct 2025 to Dec 2025
  8. Cheryl Kim Insurance AgencyFeb 2025 to Oct 2025
  9. Colin Charlson Insurance AgencyFeb 2023 to Feb 2025
  10. Anytime FitnessAug 2022 to Jan 2023
  11. Fairmont Orchid HawaiiJun 2021 to Jun 2022
  12. Four Seasons Resort HualalaiDec 2014 to Jun 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2025
  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 2 states (HI, MN).

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
8167991
Firm CRD
3487
Advisor's SEC record (opens in a new tab)
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