RW
Ryan J. Walker
STATE FARM INVESTMENT MANAGEMENT
Bend, OR 97702
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CRD#: 5016472
RW
Professional summary
Ryan Jeffrey Walker, who also goes by Ryan J Walker, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Bend, Oregon and STATE FARM VP MANAGEMENT CORP. located in Bend, Oregon.
Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Ryan has worked at 7 firms and has passed the Series 63, Series 65, SIE, Series 6 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ryan J Walker
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) Ryan Walker's Insurance Agency; Insurance Agency; Investment-related; 822 SE 3rd St Bend, OR 97702-2055; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 09/01/2016; 80; 80; Service customers and supervise employees 2) Bend La Pine Schools; Investment-Related; 520 NW Wall Street Bend, OR 97703; Investment or Commercial Property; Owner; None; 11/18/2024; 40; 0; Assistant Wrestling Coach at Summit High School 3) Tru North, Inc; Non-Investment-Related; 1441 SW Chandler Ave., Suite 105 Bend, OR 97702; Service Industry; Owner; President; 05/09/2025; 15; 0; Financing
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Jeffrey Walker'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
September 7, 2018 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 1288 Sw Simpson Ave Suite B-1, Bend, OR 97702Office #2: 822 Se 3rd Street, Bend, OR 97702-2055RIA
CRD#: 3487
Bend, OR
Current
February 11, 2016 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 822 Se 3rd St, Bend, OR 97702-2055BD
CRD#: 43036
Bend, OR
Past
October 5, 2010 - December 24, 2015
FISHER INVESTMENTS
RIA
CRD#: 107342
CAMAS, WA
Past
February 8, 2010 - September 22, 2010
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
SANDY, UT
Past
December 7, 2009 - September 22, 2010
NYLIFE SECURITIES LLC
BD
CRD#: 5167
SANDY, UT
Past
June 12, 2008 - October 7, 2009
THE MUTUAL FUND STORE
RIA
CRD#: 133233
ALBUQUERQUE, NM
Past
September 20, 2007 - June 16, 2008
ARIA ASSET MANAGEMENT, LLC
RIA
CRD#: 144780
MESQUITE, NV
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
Oregon(2/12/2016)
IAR
Oregon(9/7/2018)
RR
Wyoming(6/19/2020)
IAR
Wyoming(10/29/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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.
