Robert Roy Boerner

Financial advisor at State Farm Investment Management Corp. · Midland, MI

Last updated 2026-10-10

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Robert Roy Boerner is a financial advisor at State Farm Investment Management Corp. in Midland, MI, CRD 6598697. Licenses and exams on the registration: Series 63. First registered 2023-10-24.

Registration

CRD number
6598697
Registration status
Active
First registered
2023-10-24
Years of experience
11
States registered
MI

Licenses and exams

  • Series 63

Designations

  • Chartered Financial Consultant

Work history

  • 2015-03 to 2016-12 · Thomas C Campbell Insurance Agency · Bay City, MI
  • 2016-01 to 2016-12 · State Farm Vp Management Corp. · Bay City, MI
  • 2016-12 to 2017-04 · State Farm Insurance · Bloomington, IL
  • 2017-05 to Present · Robert Boerner Insurance Agency · Midland, MI
  • 2018-06 to Present · State Farm Vp Management Corp. · Midland, MI
  • 2023-10 to Present · State Farm Investment Management Corp · Midland, MI

Current employment

SEC IAPD record for Robert Roy Boerner

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

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

2918 N Saginaw Rd, Midland, MI 48640

1 advisor at this office.

State Farm Investment office in Midland, MI

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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