WW
Wesley B. Wheelis
STATE FARM INVESTMENT MANAGEMENT
West Monroe, LA 71291-2958
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CRD#: 4469707
WW
Professional summary
Wesley Blake Wheelis SR, ChFC®, who also goes by Blake Wheelis Sr, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in West Monroe, Louisiana and STATE FARM VP MANAGEMENT CORP. located in Baton Rouge, Louisiana.
Wesley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Wesley has worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Blake Wheelis Sr
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) STABLE PROPERTIES LLC; NON-INVESTMENT-RELATED;304 TUPAWEK DR, W. MONROE, LA,71291; INVESTMENT OR COMMERCIAL PROPERTY; PARTNER; 7/1/2002; OHR/MO FOR BOTH; 50% PARTNER; PROPERTY MAINTENANCE. 2) NEW TRENTON LLC; INVESTMENT-RELATED;121 CROSLEY ST, W. MONROE, LA,71291; INVESTMENT OR COMMERCIAL PROPERTY;100% OWNER; 4/1/2003; 5 HR/MO;0 HR/MO; CONTROL OF CHECKBOOK, REVIEW BANK STATEMENTS, MAKE DEPOSITS, PAY BILLS, CHECK SIGNATORY AUTHORITY, PROPERY MANAGEMENT. 3) CLAIBORNE PROPERTIES LLC; INVESTMENT-RELATED; 5324 CYPRESS ST, W. MONROE, LA,71291; INVESTMENT OR COMMERCIAL PROPERTY; PARTNER;4/2006;8 HR/MO;0 HR/MO; SOLICIT RENTERS, COLLECT MONIES. 4) UNITED WAY OF NORTHEAST LOUISIANA' MPM; INVESTMENT-RELATED; 1201 HUDSON LANE, MONROE, LA 71201; MEMBERSHIP/CIVIC/FRATERNAL ORGANIZATION; BOARD MEMBER; 4/15/15; 5 HRS/MO; 2 HRS/MO; CHAIR THE FUNDRAISING CAMPAIGN FOR UNITED WAY NORTHEAST LOUISIANA, 5) Blake Wheelis Home Loans, LLC; Investment-related; 713 Trenton St West Monroe LA 71291; Mortgage loan originator, broker; 10/01//2020; 100%, Pay bill and consignor on the checking account control of the checkbook, review bank statements, make deposits in the checking account. 10;10 6) Elevated Property Management, Inc; investment-related; 124 Landreaux Dr West Monroe LA 71291; own rental properties; 09-15-2020; 10/01/2020; Control of the checkbook, review bank statements, Marke Deposits in the checking account; Pay bills and co signor on the checking account. 4;0. 7) City of West Monroe; 2303 North 7th St West Monroe LA 71291; leadership team for overall city growth plan campaign. advisory board and leadership of groups working on the growth plan; Board Member; 07/01/2021;5;5 8) Wesley Wheelis's Insurance Agency; Insurance Agency; Investment-related; 713 Trenton St West Monroe, LA 71291-2958; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 9/1/2003; 80; 80; Service customers and supervise employees 9) New Trenton, LLC; Investment-Related; 205 Bayside Drive, West Monroe, LA; Investment or Commercial Property; Owner; 04/01/2003; 4hrs; Managing rental property. 10) Republican National Committee - alternate delegate to the Nat. Conv.; Non-Investment-related; 310 First Street, SE Washington, DC 20001; Membership/Civic/Fraternal Organization; Other; 07/15/2024; 1; 0; alternate delegate to the Republican National Convention. Running for a spot on March 19 to be an alternate delegate to the convention.
CRS (Client Relationship Summary) - RIA
Click below to view Wesley Blake Wheelis SR'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
October 25, 2019 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 713 Trenton St, West Monroe, LA 71291-2958RIA
CRD#: 3487
West Monroe, LA
Current
November 6, 2001 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 412 N. 4th Street Ste #103, Baton Rouge, LA 70802BD
CRD#: 43036
Baton Rouge, LA
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(1/17/2023)
IAR
Arkansas(1/17/2023)
RR
Louisiana(11/6/2001)
IAR
Louisiana(10/25/2019)
RR
Mississippi(6/23/2023)
IAR
Mississippi(6/23/2023)
RR
Texas(1/17/2023)
IAR
Texas(1/17/2023)
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
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.
