Mandi H Fortner

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

• 05/2011 → Present
  State Farm Vp Management Corp.
  Millbrook, AL
• 08/2011 → Present
  Mandi Fortner Insurance Agency
  Millbrook, AL
• 08/2018 → Present
  State Farm Investment Management Corp.
  Millbrook, AL
• 03/2020 → Present
  Mandi Fortner Insurance Agency
  Clanton, AL
• 03/2020 → Present
  State Farm Vp Management Corp
  Clanton, AL

Other Businesses

1) Mandi Fortner's Insurance Agency; Insurance Agency; Investment-related; 3090 Highway 14 Ste A Millbrook, AL 36054-2345; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 08/01/2011; 80; 80; Service customers and supervise employees. 2) Chilton Leadership; Non-Investment Related; 205 6th Street North Clanton, AL 35046; Other; Board Member; None; 03/01/2026; 1; 0; Attend meetings, provide input into planning

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-12-17
• S63 Uniform Securities Agent State Law Examination
  2011-03-17