TP
Todd M. Powers
STATE FARM INVESTMENT MANAGEMENT
Erie, PA 16509-1320
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CRD#: 3202188
TP
Professional summary
Todd Michael Powers, ChFC®, CLU® is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Erie, Pennsylvania and STATE FARM VP MANAGEMENT CORP. located in Erie, Pennsylvania.
Todd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Todd has worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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) Erie Catholic School Systems Lacrosse; non-investment-related; 1531 E Grandview Blvd Erie PA 16510; Associated/Committee/Council - Fundraising and administrative duties related to school lacrosse programs for boys and girls. I seek to be appointed as Assistant Director for this upstart program. I will have check writing authority, Review bank statements, make deposits in the checking account, pay bills/ Co-Signor on checking account for clarification, I do not have unilateral control of the checkbook. The organization requires two signatures on all checks. I will also oversee recruiting and hiring of coaches, team administration, organization, practice planning and game scheduling.; Director; 3/1/2022; 40/2; As previously described I will work with fundraising efforts and have basic banking responsibilities for the organization.; Pay bills/Co-Signor on checking account/Review bank statements/Make deposits in the checking account/Control of the checkbook 2) Todd Powers's Insurance Agency; Insurance Agency; Investment-related; 4532 Peach St Erie, PA 16509-1320; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/1999; 80; 80; Service customers and supervise employees 3) Cathedral Preparatory School; 225 W 9th St Erir PA 16501; High School; 09/20/2022; I will receive a discount off of my childrens tuition.; coaching boys and girls lacrosse teams; 40;1 4) Todd M Powers - Property #1 (personally Held Real Estate); Investment-Related; 4526 Peach St Erie PA 16509; investment or commercial property; Owner; 08/23/2004; 1; 0; Leasing/Renting Duties related owning and maintaining residential rental properties, typical landlord duties.
CRS (Client Relationship Summary) - RIA
Click below to view Todd Michael Powers'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®
Experience
Current
August 8, 2018 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 4532 Peach St, Erie, PA 16509-1320RIA
CRD#: 3487
Erie, PA
Current
June 18, 1999 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 4532 Peach St, Erie, PA 16509-1320BD
CRD#: 43036
Erie, PA
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
Missouri(6/11/2025)
IAR
Missouri(6/11/2025)
RR
Ohio(3/18/2022)
IAR
Ohio(10/16/2024)
RR
Pennsylvania(2/8/2001)
IAR
Pennsylvania(8/8/2018)
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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Check for any disclosures as part of your thorough research when choosing an advisor.
