CW
Clint R. Wilson
STATE FARM INVESTMENT MANAGEMENT
Fishers, IN 46037
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CRD#: 4955674
CW
Professional summary
Clint Robert Wilson, ChFC®, CLU®, who also goes by Carl Robert Wilson, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Fishers, Indiana and STATE FARM VP MANAGEMENT CORP. located in Elkhart, Indiana.
Clint is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Clint has worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Carl Robert Wilson
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) IHSAA INDEPENDENT CONTRACTOR, HIGH SCHOOL SPORTS OFFICIAL. NON-INVESTMENT-RELATED. 5813 WOODLAND AVE., DAVENPORT, IA, 52807. I REFEREE HIGH SCHOOL AND COLLEGIATE ATHLETICS. I WORK APPROXIMATELY 15 HOURS PER MONTH. 0 HRS DURING SECURITIES TRADING HOURS. MY DUTIES ARE TO OFFICIATE HIGH SCHOOL AND COLLEGIATE SPORTS INCLUDING FOOTBALL, SOCCER, BASKETBALL, SWIMMING, BASEBALL, AND SOFTBALL. I AM SOLELY RESPONSIBLE FOR MY SCHEDULE AND WHICH GAMES I CHOOSE TO WORK. 2) Teamwork Dreamwork INC; Investment-related; 10870 Harbor Bay Dr, Fishers, IN 46040; LLC being formed to own an office property for my State Farm Agency. Will be the only occupant of the building, no other tenants.; owner; 5/28/19; 85%; Manage Property; 2 hrs./mo.; 2 hrs./mo. 3) Hamilton Southeastern Schools; non-investment-related; 13485 Cumberland Road, Fishers, IN 46038; Education; Employee; 1/25/2021; 8; 6; none. 4) Amanda Wilson Associates; non-investment-related; 13577 E 126th St, Fishers, IN 46037; Dietitian Services focusing on sports nutrition and weight management.; employee; 10/1/2021; 2; 1; My main responsibilities will be helping with money management and other administrative items for the business. 5) Canal Place POA; non-investment-related; 5702 Kirkpatrick Way, Indianapolis, IN 46220; association/committee/Council; board member; 1/1/2022; 1; 1; Provide for the care/upkeep of common areas, collection and expenditure of assessments, enforcement of rules/regulations, prepare/adopt budget. 6) Clint Wilson's Insurance Agency; Investment-related; 13577 E 126th St Fishers, IN 46037-9730 and 3011 W Jackson St Muncie, IN 47304-4309; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 06/01/2019; 80; 80; Service customers and supervise employees. 7) New Hope Presbyterian Church; non-investment-related; 12550 Brooks School Road, Fishers, IN 46037; Other (Church); Board member; none; 01/01/2025;3;1; I can abstain from any financial votes if needed and Vote on investing in CD's or Money Market Accounts (bank products. 8) 3011 and 3013 W Jackson LLC; investment-related; 3013 W Jackson St. Muncie, IN. 47304; Investment or Commercial Property; Owner; President; 10/01/2025; 1;1; Renting a garage as storage.
CRS (Client Relationship Summary) - RIA
Click below to view Clint Robert Wilson'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 5, 2018 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 13577 E 126th St., Fishers, IN 46037Office #2: 3011 W Jackson St, Muncie, IN 47304RIA
CRD#: 3487
Fishers, IN
Current
June 3, 2005 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 223 S. Main Street Suite 18, Elkhart, IN 46514BD
CRD#: 43036
Elkhart, IN
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
Florida(11/13/2019)
IAR
Florida(1/2/2025)
RR
Illinois(6/14/2023)
IAR
Illinois(6/14/2023)
RR
Indiana(2/7/2013)
IAR
Indiana(8/5/2018)
RR
Ohio(6/14/2023)
IAR
Ohio(6/14/2023)
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.
