Wendy Adele Bear
Financial advisor at State Farm Investment Management Corp. · Conyers, GA
Last updated 2026-10-10
Claim your profileWendy Adele Bear is a financial advisor at State Farm Investment Management Corp. in Conyers, GA, CRD 3017196. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2023-01-27.
Registration
- CRD number
- 3017196
- Registration status
- Active
- IAPD registration
- 2023-01-27
- Industry Experience
- 3 years
- Work Experience
- 29 years
- States registered
- GA
Licenses and exams
- Series 63
- Series 65
Work history
- 1998-01 to Present · State Farm Vp Management Corp. · Conyers, GA
- 1997-01 to Present · Wendy Bear Insurance Agency · Conyers, GA
- 2023-01 to Present · State Farm Investment Management Corp · Conyers, GA
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
Wendy Adele Bear is a financial advisor at State Farm Investment Management Corp. in Conyers, GA. Reported securities licenses include Series 63 and Series 65. The latest record indicates 3 years of industry experience and 29 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
1029 Railroad St NW, Conyers, GA 30012
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: 800-447-0740
Official record
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