Cynthia Delgado Wheeler

Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2013 → Present
  State Farm Vp Management Corp.
  Ripon, CA
• 03/2013 → Present
  State Farm Insurance
  Ripon, CA
• 08/2018 → Present
  State Farm Investment Management Corp.
  Ripon, CA

Other Businesses

1. CYNTHIA WHEELER; NON INVESTMENT RELATED; 6315 GOLDEN WEST AVE, TEMPLE CITY, CA, 91780; REAL ESTATE; OWNER; 11/2007; 10 HR/MO; 2 HR/MO; OBTAINING MORTGAGE LOANS FROM WHOLESALE LENDERS FOR CLIENTS, AIDING CLIENTS IN PROPERTY SEARCHES, OCCASIONALLY SHOWING HOMES, REPRESENTING BUYERS IN PURCHASE TRANSACTIONS. 2. Cindy Wheeler - Property #1 (Personally Held Real Estate); Investment Related; 6736 Manitowoc Dr. Plano, TX 75023; Investment or Commercial Property; Owner; 10/01/2005; 0; 0; rental property. 3. Hustle is not a Strategy; Non-Investment Related; 869 E. Dartmouth Dr. Fresno, CA 93730; Other; Owner; None; 05/19/2026; 2; 0; None

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-03-21

Designations

• Chartered Financial Consultant

Other Names

• Cynthia Cotellesso
• Cynthia Wheeler
• Cindy Wheeler
• Cindy Delgado Wheeler
• Cindy Cotellesso
• Cynthia Delgado Cotellesso
• Cynthia Delgado - Wheeler