JM
Joseph R. Munie
STATE FARM INVESTMENT MANAGEMENT
Jackson, MI 49203
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CRD#: 2902290
JM
Professional summary
Joseph Robert Munie, who also goes by Munie Robert Joseph, Joe Munie, Joseph Robert Munie, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Jackson, Michigan and STATE FARM VP MANAGEMENT CORP. located in Wyoming, Michigan.
Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Joseph has worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Munie Robert Joseph | Joe Munie | Joseph Robert Munie
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Knights of Columbus; non-investment related; 6025 Wall St, Sterling Heights, MI 48312; Catholic Fraternal Charitable Organization; Elected Official; 1/28/18; am an elected State Officer. My position is Warden of the state. I am one of 5 board members who oversee the management of the State of Michigan; 50 hrs./mo.; 5 hrs./mo. 2) Joe Munie Insurance Agency; Investment-related; 107 S Dettman Rd Jackson, MI 49203; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/10/2000; 80; 80; Service customers and supervise employees. 3) St. louis Center; non-investment-related; Group home for IDD individuals; 7/1/2018; 5; 0; none.
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Robert Munie's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 10, 2023 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 107 S Dettman Rd, Jackson, MI 49203RIA
CRD#: 3487
Jackson, MI
Current
June 14, 2022 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 1428 44th St Sw Ste C, Wyoming, MI 49509BD
CRD#: 43036
Wyoming, MI
Past
November 19, 1997 - March 12, 2021
STATE FARM VP MANAGEMENT CORP.
BD
CRD#: 43036
BLOOMINGTON, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
STATE FARM INVESTMENT MANAGEMENT CORP.
STATE FARM INVESTMENT MANAGEMENT | STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
RIA
Registered Investment Advisory firm - SEC (12/14/1971 Approved)BD
Terminated by SEC on 06/30/2001
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arkansas(7/15/2025)
IAR
Arkansas(7/15/2025)
RR
Michigan(6/14/2022)
IAR
Michigan(2/10/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
STATE FARM INVESTMENT MANAGEMENT CORP.
STATE FARM INVESTMENT MANAGEMENT | STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
RIA
Registered Investment Advisory firm - SEC (12/14/1971 Approved)BD
Terminated by SEC on 06/30/2001
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Contact information
Main Address
One State Farm Plaza B-2, Bloomington, IL 61710-0001
Mailing Address
Phone number
(800) 447-0740
Established
Delaware since 12/09/1966
Firm type
Corporation
Fiscal year end
November
# of Employees
150
SEC notice filing (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY | OWNER | |
| CHEVALIER, JEREL SAM | ASSISTANT SECRETARY-TREASURER | 2209892 |
| GRIMES, DAVID ROY | VICE PRESIDENT & SECRETARY | 1432710 |
| GRIZZLE, DAVID RAY | ASSISTANT SECRETARY/TREASURER | 4084087 |
| HORTON, STEPHEN LOWELL | ASSISTANT SECRETARY | 3124493 |
| JAYNES, DONALD ONEIL | ASSISTANT SECRETARY | 3124497 |
| JOSLIN, ROGER SCOTT | DIRECTOR, VICE PRESIDENT & TREASURER | 262350 |
| KILLIAN, JOHN JOSEPH | DIRECTOR | 2614915 |
| MOORE, DAVID MICHAEL | ASSISTANT SECRETARY | 2876793 |
| MOSER, KURT GEORGE | DIRECTOR & SENIOR VICE PRESIDENT | 2065254 |
| RUST, EDWARD BARRY JR | DIRECTOR AND PRESIDENT | 1450795 |
| THOMAS, HOWARD ANDREW | ASSISTANT SECRETARY-TREASURER | 3150520 |
| TIPSORD, MICHAEL LEON | ASSISTANT SECRETARY | 1943922 |
| TROSINO, VINCENT JOSEPH | DIRECTOR | 1780681 |
Regulatory assets under management
| Total Number of Accounts | 38 |
| AUM (Assets Under Management) | $ 11,294,815,444 |
Red Flags
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Company Information
STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487Jackson, MI 49203TRUST BUT VERIFY
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