Morgan Adamson
Investment adviser representative at State Farm Investment Management Corp.
10 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
10 years in the industry.
- State Farm Investment Management Corp.May 2026 to now
- State Farm Vp Management CorpMay 2026 to now
- Wyatt Adamson Insurance AgencySep 2024 to now
- Black Trigger BallisticsDec 2023 to Aug 2024
- Heritage Auto GroupMar 2022 to Dec 2023
- Manheim UtahMay 2020 to Mar 2022
- Pw CompaniesDec 2019 to Mar 2020
- Lts MotorsMay 2019 to Aug 2019
- Evans Brothers FarmsAug 2018 to Nov 2019
- Auto Stop (part Time)Jun 2017 to Jun 2020
- Full Time EducationMay 2016 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (WY).
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
- 8270016
- Firm CRD
- 3487