AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
EI

Erin M. Ison

STATE FARM INVESTMENT MANAGEMENT
Shoreline, WA 98133
CRD#: 4731500
Some features on this profile are disabled
EI
Erin Marie IsonSTATE FARM INVESTMENT MANAGEMENT

Professional summary

Erin Marie Ison, who also goes by Erin Marie Del Rosso, Erin Ison, Erin Marie Sheehy, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Shoreline, Washington and STATE FARM VP MANAGEMENT CORP. located in Shoreline, Washington.

Erin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Erin has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Erin Marie Del Rosso | Erin Ison | Erin Marie Sheehy

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erin Marie Ison's CRS (Customer Relationship Summary).
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®
None

Experience

Current

October 21, 2022 - Present

STATE FARM INVESTMENT MANAGEMENT CORP.

Office #1: 14920 Westminster Way N Ste. 2b, Shoreline, WA 98133
RIA
CRD#: 3487
Shoreline, WA
Current

December 1, 2018 - Present

STATE FARM VP MANAGEMENT CORP.

Office #1: 14920 Westminster Way N Ste 2b, Shoreline, WA 98133-6445
BD
CRD#: 43036
Shoreline, WA
Past

January 19, 2004 - August 24, 2017

STATE FARM VP MANAGEMENT CORP.

BD
CRD#: 43036
SHORELINE, WA

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 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
Arizona
(3/15/2019)
IAR
Arizona
(9/27/2024)
RR
Nevada
(1/4/2023)
IAR
Nevada
(9/17/2024)
RR
Oregon
(4/21/2023)
IAR
Oregon
(5/17/2023)
RR
Utah
(4/8/2021)
IAR
Utah
(9/18/2024)
RR
Washington
(12/1/2018)
IAR
Washington
(10/21/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/19/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/19/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/24/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 1/16/2004
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

STATE FARM INVESTMENT MANAGEMENT CORP.
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
Loading...

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)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

STATE FARM INVESTMENT MANAGEMENT CORP. WRAP FEE BROCHURE (3/25/2025)
STATE FARM INVESTMENT MANAGEMENT CORP. WRAP FEE PROGRAM BROCHURE (3/25/2025)

Direct owners and executive officers

NamePositionCRD#
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANYOWNER
CHEVALIER, JEREL SAMASSISTANT SECRETARY-TREASURER2209892
GRIMES, DAVID ROYVICE PRESIDENT & SECRETARY1432710
GRIZZLE, DAVID RAYASSISTANT SECRETARY/TREASURER4084087
HORTON, STEPHEN LOWELLASSISTANT SECRETARY3124493
JAYNES, DONALD ONEILASSISTANT SECRETARY3124497
JOSLIN, ROGER SCOTTDIRECTOR, VICE PRESIDENT & TREASURER262350
KILLIAN, JOHN JOSEPHDIRECTOR2614915
MOORE, DAVID MICHAELASSISTANT SECRETARY2876793
MOSER, KURT GEORGEDIRECTOR & SENIOR VICE PRESIDENT2065254
RUST, EDWARD BARRY JRDIRECTOR AND PRESIDENT1450795
THOMAS, HOWARD ANDREWASSISTANT SECRETARY-TREASURER3150520
TIPSORD, MICHAEL LEONASSISTANT SECRETARY1943922
TROSINO, VINCENT JOSEPHDIRECTOR1780681

Regulatory assets under management

Total Number of Accounts38
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.

Company Information

STATE FARM INVESTMENT MANAGEMENT CORP.

STATE FARM INVESTMENT MANAGEMENT CORP.

CRD#: 3487Shoreline, WA 98133

TRUST BUT VERIFY

Monitor Erin Ison

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Gregg Michael Quinn
Gregg QuinnAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Redmond, WA
Mary Ann Middleton Ferreira
Mary Ann FerreiraAdvisorCheck Check Mark
THE ENSEMBLE TEAM
IAR
SEATTLE, WA
Kyle Vann Mylius
Kyle MyliusAdvisorCheck Check Mark
HUMANIZE WEALTH
IAR
Seattle, WA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.