Michael Smith
Financial advisor at State Farm Investment Management Corp. · Kalkaska, MI
Last updated 2026-10-10
Claim your profileMichael Smith is a financial advisor at State Farm Investment Management Corp. in Kalkaska, MI, CRD 7496796. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2022-08-29.
Registration
- CRD number
- 7496796
- Registration status
- Active
- IAPD registration
- 2022-08-29
- Industry Experience
- 4 years
- Work Experience
- 11 years
- States registered
- MI, OH
Licenses and exams
- Series 63
- Series 65
Work history
- 2018-03 to 2023-07 · Michael Church Insurance Agency · East Lansing, MI
- 2022-01 to 2023-07 · State Farm Vp Management Corp. · East Lansing, MI
- 2015-02 to 2018-03 · P & P Insurance LLC · Charlotte, MI
- 2022-08 to 2023-07 · State Farm Investment Management Corp · East Lansing, MI
- 2023-07 to 2023-11 · State Farm Vp Management Corp · Grand Ledge, MI
- 2023-07 to 2023-11 · State Farm Investment Management Corp · Grand Ledge, MI
- 2023-07 to 2023-11 · State Farm Insurance · Grand Ledge, MI
- 2023-12 to Present · Michael Smith Insurance Agency · Kalkaska, MI
- 2023-12 to Present · State Farm Investment Management Corp · Kalkaska, MI
- 2023-12 to Present · State Farm Vp Management Corp · Kalkaska, MI
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
Michael Smith is a financial advisor at State Farm Investment Management Corp. in Kalkaska, MI. Reported securities licenses include Series 63 and Series 65. The latest record indicates 4 years of industry experience and 11 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
208 N Cedar St, Kalkaska, MI 49646
2 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 800-447-0740
Official record
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