RH
Ryan T. Holdeman
STATE FARM INVESTMENT MANAGEMENT
Richardson, TX 75082
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CRD#: 5050626
RH
Professional summary
Ryan Tait Holdeman, ChFC® is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Richardson, Texas and STATE FARM VP MANAGEMENT CORP. located in Richardson, Texas.
Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Ryan has worked at 3 firms and has passed the Series 63, Series 66, Series 7TO, SIE, Series 6 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Tait Holdeman'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
July 26, 2021 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 1251 State St, Richardson, TX 75082RIA
CRD#: 3487
Richardson, TX
Current
October 25, 2018 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 1150 State St Ste 1000, Richardson, TX 75082-2200BD
CRD#: 43036
Richardson, TX
Past
July 25, 2017 - June 28, 2018
STATE FARM VP MANAGEMENT CORP.
BD
CRD#: 43036
RICHARDSON, TX
Past
November 4, 2015 - February 13, 2017
STATE FARM VP MANAGEMENT CORP.
BD
CRD#: 43036
RICHARDSON, TX
Past
September 2, 2010 - December 18, 2012
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
MONROE, MI
Past
December 14, 2005 - December 18, 2012
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
MONROE, MI
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
Alabama(1/20/2025)
RR
Alaska(1/20/2025)
RR
Arizona(1/20/2025)
RR
Arkansas(1/20/2025)
RR
California(1/20/2025)
RR
Colorado(1/20/2025)
RR
Connecticut(1/20/2025)
RR
Delaware(1/20/2025)
RR
District of Columbia(1/20/2025)
RR
Florida(1/20/2025)
RR
Georgia(1/20/2025)
RR
Hawaii(1/20/2025)
RR
Idaho(1/20/2025)
RR
Illinois(1/20/2025)
RR
Indiana(1/20/2025)
RR
Iowa(1/20/2025)
RR
Kansas(1/20/2025)
RR
Kentucky(1/20/2025)
RR
Louisiana(1/20/2025)
RR
Maine(1/20/2025)
RR
Maryland(1/20/2025)
RR
Michigan(1/20/2025)
RR
Minnesota(1/20/2025)
RR
Mississippi(1/20/2025)
RR
Missouri(1/20/2025)
RR
Montana(1/20/2025)
RR
Nebraska(1/20/2025)
RR
Nevada(1/20/2025)
RR
New Hampshire(1/20/2025)
RR
New Jersey(1/20/2025)
RR
New Mexico(1/20/2025)
RR
New York(1/20/2025)
RR
North Carolina(1/20/2025)
RR
North Dakota(1/20/2025)
RR
Ohio(1/21/2025)
RR
Oklahoma(1/20/2025)
RR
Oregon(1/20/2025)
RR
Pennsylvania(1/20/2025)
RR
South Carolina(1/20/2025)
RR
South Dakota(1/20/2025)
RR
Tennessee(1/20/2025)
RR
Texas(3/29/2019)
IAR
Texas(7/26/2021)
RR
Utah(1/20/2025)
RR
Vermont(1/20/2025)
RR
Virginia(1/20/2025)
RR
Washington(1/20/2025)
RR
West Virginia(1/20/2025)
RR
Wisconsin(1/20/2025)
RR
Wyoming(1/20/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/9/2022
General Securities Representative ExaminationGeneral 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.
