Matthew Benjamin Wilfong
Investment adviser representative at State Farm Investment Management Corp.
12 yearsExperience
1 stateRegistered 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.
- State Farm Investment Management Corp.May 2026 to now
- Bobby Clary's Insurance AgencyOct 2025 to now
- State Farm Vp Management CorpOct 2025 to now
- Callie Wise's Insurance AgencyJun 2025 to now
- Todd E Perry State FarmJul 2024 to Jun 2025
- Callie Wise's Insurance AgencyNov 2022 to Jun 2024
- Hilton Grand VacationsJun 2022 to Nov 2022
- Tin Roof ColumbiaOct 2020 to Jun 2022
- Downwind Sails WatersportsJun 2019 to Jun 2022
- University of South CarolinaJul 2018 to Jun 2022
- Lulu's CafeJun 2017 to Aug 2017
- Myrtle Beach Higfh SchoolAug 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 8178091
- Firm CRD
- 3487