WC
Wanda T. Carlson
STATE FARM INVESTMENT MANAGEMENT
Milford, CT 06460-2578
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CRD#: 4690194
WC
Professional summary
Wanda T Carlson, who also goes by Wanda E. Carlson, Wanda E. Torian, Wanda Elaine Torian, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Milford, Connecticut and STATE FARM VP MANAGEMENT CORP. located in Milford, Connecticut.
Wanda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Wanda has worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Wanda E. Carlson | Wanda E. Torian | Wanda Elaine Torian
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) Wanda Carlson Insurance Agency; Investment-related;415 Boston Post Rd Ste 1 Milford, CT 06460-2578 ; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/2003; 80; 80; Service customers and supervise employees. 2) Get In Touch Foundation; NOT investment-related; 110 River St., Milford, CT 06460; Association/Committee/council; Board Member; Vice Chair; 1/1/2016; 2; 0; assisting with development and marketing organization. 3) Milford United Way - Board of Directors; NOT investment-related; 20 Evergreen Ave Milford, CT 06460; Membership/Civic/Fraternal Organization; Board Member; Chariman; 5/31/2022; 5; 0; This non profit organization has three pillards which are food insecurity, homelessness, and mental health. . 4) The Milford Bank; Non-Investment related; 33 Broad St., Milford, CT 06460; Association/Committee/Council; Board Member; April 26, 2026; 0; 0; Responsible for voting on the Governing Board which reviews the by-laws of the bank. 5) Network of Executive Women; non-investment related; P.O. Box 3171Milford CT 06460; Membership/Civic/Fraternal Organization; Board Member; Director (includes sitting on Board of Directors); None; 07/11/2023; 1; 1; Director at Large. If the President needs assistance on an issue, and the Board is not available, then the President will call for our advice. I am the representative for the Network of Executive Women that reports to the Milford Regional Chamber of Commerce Board (non voting rights), Women helping women nonprofit.
CRS (Client Relationship Summary) - RIA
Click below to view Wanda T Carlson'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
October 3, 2025 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 415 Boston Post Rd Ste 1, Milford, CT 06460-2578RIA
CRD#: 3487
Milford, CT
Current
November 17, 2003 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 415 Boston Post Rd Ste 1, Milford, CT 06460-2578BD
CRD#: 43036
Milford, CT
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
Connecticut(11/17/2003)
IAR
Connecticut(10/3/2025)
RR
Delaware(3/10/2006)
IAR
Delaware(10/3/2025)
RR
Maryland(4/8/2008)
IAR
Maryland(10/3/2025)
RR
New York(9/18/2019)
IAR
New York(10/3/2025)
RR
North Carolina(1/27/2010)
IAR
North Carolina(10/3/2025)
RR
Tennessee(2/8/2013)
RR
Texas(4/17/2024)
IAR
Texas(10/3/2025)
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.
Company Information
STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487Milford, CT 06460-2578TRUST BUT VERIFY
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