Timothy Robert Forbes

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

• 01/1999 → Present
  State Farm Vp Management Corp.
  Altoona, IA
• 01/2001 → Present
  Timothy Forbes Insurance Agency
  Altoona, IA
• 08/2018 → Present
  State Farm Investment Management Corp
  Altoona, IA

Other Businesses

1) Tim Forbes Insurance Agency; Investment-related; 325 8th St SE Altoona, IA 50009-1940; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 1/1/1999; 80; 80; Service customers and supervise employees 2) Altoona Board of Adjustments; Non-investment-related; 900 Venbury Dr Suite A Altoona, IA 50009; Public Service/Government Entity; Board Member; none; 06/06/2023; 2; 0; board to determine if a variance from city building codes is appropriate.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-08-01

Designations

• Chartered Financial Consultant

Other Names

• Tim Forbes