Matthew Charles Wessel

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:

Current Employers

State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2019-02-13

FL RA
APPROVED

Since 2019-02-13

Branch Locations

14653 Sw 42Nd St, Miami, FL 33175 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
State Farm Vp Management Corp	Miami	FL	07/2000	Present
Matthew Wessel Insurance Agency	Miami	FL	12/2002	Present
State Farm Investment Management Corp.	Miami	FL	12/2018	Present

07/2000 → Present

State Farm Vp Management Corp

Miami, FL
12/2002 → Present

Matthew Wessel Insurance Agency

Miami, FL
12/2018 → Present

State Farm Investment Management Corp.

Miami, FL

Other Businesses

1) Matthew Wessel's Insurance Agency; Insurance Agency; Investment-related; 14653 SW 42nd St Miami, FL 33175-7825; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/2000; 80; 80; Service customers and supervise employees

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-12-26

S65 Uniform Investment Adviser Law Examination

2018-12-26

View on SEC IAPD