Alan Thomas Schelling
Financial advisor at State Farm Investment Management Corp. · Decatur, IL
Last updated 2026-10-10
Claim your profileAlan Thomas Schelling is a financial advisor at State Farm Investment Management Corp. in Decatur, IL, CRD 4789339. Licenses and exams on the registration: Series 63. IAPD registration began 2018-08-10.
Registration
- CRD number
- 4789339
- Registration status
- Active
- IAPD registration
- 2018-08-10
- Industry Experience
- 8 years
- Work Experience
- 13 years
- States registered
- IL
Licenses and exams
- Series 63
Designations
- Chartered Financial Consultant
Work history
- 2013-07 to Present · Alan Schelling Insurance Agency · Decatur, IL
- 2013-07 to Present · State Farm Vp Management Corp · Decatur, IL
- 2018-08 to Present · State Farm Investment Management Corp · Decatur, IL
Current employment
- State Farm Investment Management Corp. · Bloomington, IL
State Farm Investment Management Corp.
- Regulatory AUM
- $12,938,660,000
- Registered advisors
- 7,127
- Offices
- 8,255
- Clients per advisor
- 0.5 (Low)
- Average AUM per client
- $3.6M (Moderate)
- High-net-worth client ratio
- 4.1% (Low)
State Farm Investment Management Corp.: advisors, services and reported ETF investments
About
Alan Thomas Schelling is a Chartered Financial Consultant financial advisor at State Farm Investment Management Corp. in Decatur, IL. Reported securities licenses include Series 63. The latest record indicates 8 years of industry experience and 13 years of reported work history. Reported roles include Alan Schelling Insurance Agency, State Farm Vp Management Corp.
SEC disclosures list additional business and community activities: 1) North Water Street Condo Assn 3350 N Water St Decatur: We set up an llc called 3am llc, years ago, and purchased our current offices in that name; We put the rental house in the llc as well.
State Farm Investment Management Corp.'s firm-level Form ADV reports 7,127 advisors across 8,255 offices; approximately 0.5 clients per advisor, average assets per client of $3,619,206, and regulatory AUM of $12.9B; client categories including Individuals (non-HNW), High net worth individuals, Investment companies; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies.
What this firm offers
Filed by State Farm Investment Management Corp. on Form ADV.
Client services
- Individuals and Small Businesses
- Investment Companies
Fee options
- Percentage of Assets Under Management
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Insurance Company or Agency
Location
2398 E Wood St, Decatur, IL 62521
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: 800-447-0740
Official record
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