Christopher Case

Financial advisor at State Farm Investment Management Corp. · Arlington, WA

Last updated 2026-10-10

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Christopher Case is a financial advisor at State Farm Investment Management Corp. in Arlington, WA, CRD 6769233. Licenses and exams on the registration: Series 63. IAPD registration began 2023-09-25.

Registration

CRD number
6769233
Registration status
Active
IAPD registration
2023-09-25
Industry Experience
3 years
Work Experience
10 years
States registered
ID, OR, WA

Licenses and exams

  • Series 63

Designations

  • Chartered Financial Consultant

Work history

  • 2021-01 to 2025-11 · Chris Case Insurance Agency · Seattle, WA
  • 2020-04 to 2020-12 · State Farm Insurance · Mount Vernon, WA
  • 2017-07 to 2020-03 · Bill Coles Insurance Agency · Lehi, UT
  • 2017-04 to 2017-07 · Northwestern Mutual · Portland, OR
  • 2016-01 to 2016-11 · Uber · Portland, OR
  • 2016-11 to 2017-04 · Unemployed · Portland, OR
  • 2023-09 to 2025-11 · State Farm Vp Management Corp · Seattle, WA
  • 2023-09 to 2025-11 · State Farm Investment Management Corp · Seattle, WA
  • 2025-11 to Present · State Farm Investment Management Corp · Arlington, WA
  • 2025-11 to Present · State Farm Vp Management Corp · Arlington, WA
  • 2025-11 to Present · Chris Case Insurance Agency · Arlington, WA

Current employment

SEC IAPD record for Christopher Case

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

Christopher Case is a Chartered Financial Consultant financial advisor at State Farm Investment Management Corp. in Arlington, WA. Reported securities licenses include Series 63. The latest record indicates 3 years of industry experience and 10 years of reported work history.

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, and Investment companies; services including Portfolio Management: Individuals and Small Businesses and 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

7224 204th St NE, Arlington, WA 98223

1 advisor at this office.

State Farm Investment office in Arlington, WA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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