Matthew Joseph Waite

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

• 09/2014 → Present
  State Farm Vp Management Corp
  Bradley, IL
• 09/2014 → Present
  Matt Waite Insurance Agency
  Bradley, IL
• 10/2018 → 06/2019
  State Farm Investment Management Corp
  Bradley, IL
• 10/2019 → Present
  State Farm Investment Management Corp
  Bradley, IL
• 05/2025 → Present
  Matt Waite Insurance Agency
  Manteno, IL
• 05/2025 → Present
  State Farm Investment Management Corp
  Manteno, IL
• 05/2025 → Present
  State Farm Vp Management Corp
  Manteno, IL

Other Businesses

1) Cup of Cold-Water Ministries; non-investment-related; 2580 N 3653rd, Sheridan, IL 60551; Membership/Civic/Fraternal Organization; board member; none; 1/1/2022; 1; 0; Committee: It's a ministry group that helps send out missionaries; help organize fundraising activities'; communicate with missionaries abroad. Help with maintenance of the facility. 2) Matt Waite's Insurance Agency; Insurance Agency; Investment-related; 352 W Broadway St, Bradley, IL 60915-2004; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 09/01/2014; 80; 80; Service customers and supervise employees. 3) Waite Legacy Properties LLC; Investment-Related; 672 Country Squire Court Morris, IL 60450; Investment or Commercial Property; Owner; 06/03/2024; 2; 0; I created the LLC in anticipation of purchasing a commercial building to house my agency in.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-10-21
• S63 Uniform Securities Agent State Law Examination
  2014-04-26

Other Names

• Matt J Waite
• Matt J Waite