Greg Hullen

Financial advisor at State Farm Investment Management Corp. · Discovery Bay, CA

Last updated 2026-10-10

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Greg Hullen is a financial advisor at State Farm Investment Management Corp. in Discovery Bay, CA, CRD 5525268. Licenses and exams on the registration: Series 63. IAPD registration began 2021-04-01.

Registration

CRD number
5525268
Registration status
Active
IAPD registration
2021-04-01
Industry Experience
5 years
Work Experience
13 years
States registered
CA

Licenses and exams

  • Series 63

Designations

  • Chartered Financial Consultant

Work history

  • 2013-03 to Present · State Farm Insurance · Discovery Bay, CA
  • 2013-03 to Present · State Farm Vp Management Corp · Discovery Bay, CA
  • 2018-08 to 2019-10 · State Farm Investment Management Corp · Discovery Bay, CA
  • 2021-04 to Present · State Farm Investment Management Corp. · Discovery Bay, CA

Current employment

SEC IAPD record for Greg Hullen

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

Greg Hullen is a Chartered Financial Consultant financial advisor at State Farm Investment Management Corp. in Discovery Bay, CA. Reported securities licenses include Series 63. The latest record indicates 5 years of industry experience and 13 years of reported work history. Reported roles include State Farm Insurance, State Farm Vp Management Corp, among others.

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

Discovery Bay, CA

1 advisor at this office.

State Farm Investment office in Discovery Bay, CA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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