RZ
Robert A. Zakar
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CRD#: 2986516
RZ
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Robert Andrew Zakar was a registered financial professional .
Robert is a previously registered financial professional and started their career in finance in 1998. Robert had worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
None
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) STONEHEDGE CONDO ASSOCIATION 373 E MAIN ST HARBOR SPRINGS, MI 49740; NON-INVESTMENT RELATED; DIRECTOR; HOMEOWNERS ASSOCIATION; 01/01/2009; MANAGEMENT OF THE ASSOCIATION AND ACTING AS THE TREASURER WITHOUT ANY CHECK SIGNING ACTIVITIES; 5 HRS/MTH-5 DURING TRADING HOURS. (2) HFCC foundation; non-investment related; 5101 Evergreen Rd, Dearborn, MI 48126; college foundation; Audit Committee; 01/01/13; meet with the auditors once a year to review ot annual certified audit of the foundation; 0 hrs for both. (3)Beaumont Health; non-investment related; 7/1/17; fundraising and Advocacy; 15500 Lundy Parkway, Dearborn, MI 48126; Health care; To understand the Philanthropic needs of the Health care system, helping to establish annual goals and fundraising plans, be an advocate for philanthropy for the Health system by raising funds; 4 hrs/mo; 2 hrs/mo. (4) Hfcc Foundation; NOT investment-related; ADDRESS; Education; Board Member; title; DATE; 1; 1; College foundation board. 5) Robert Zakar's Insurance Agency; Insurance Agency; Investment-related; 936 N Telegraph Rd Dearborn, MI 48128-1621; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 10/1/1974; 80; 80; Service customers and supervise employees
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
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
Past
January 27, 2022 - June 1, 2023
STATE FARM INVESTMENT MANAGEMENT CORP.
RIA
CRD#: 3487
Dearborn, MI
Past
January 28, 1998 - June 1, 2023
STATE FARM VP MANAGEMENT CORP.
BD
CRD#: 43036
Dearborn, MI
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.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
