RH
Robert G. Hendrickson
STATE FARM INVESTMENT MANAGEMENT
Gresham, OR 97030
Some features on this profile are disabled
CRD#: 5424119
RH
Professional summary
Robert Grant Hendrickson, ChFC®, CLU®, who also goes by Rob Hendrickson, Robert G Hendrickson, Robert Grant Hendrickson, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Gresham, Oregon and STATE FARM VP MANAGEMENT CORP. located in Gresham, Oregon.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Robert has worked at 7 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rob Hendrickson | Robert G Hendrickson | Robert Grant Hendrickson
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) Salvation Army - Gresham Corps; Non-Investment-Related; 473 SE 194th Ave Portland, OR 97233; Membership/Civic/Fraternal Organization; Employee; 1/01/2022; 8; 0; Accompanist. 2) Austin Hendrickson; non-investment-related; 117 SE Acacia Dr, Gresham, OR 97080; vendor; 10/15/2021; 0; 0; Austin is my 9-year-old son, and he is getting serious about running this business for the purpose of banking and investing his income. I will be co-owner/custodian of his accounts. 3) Gresham-Barlow School District; Non-investment-related; 1331 NW Eastman Pkwy, Gresham, OR 97030; Education; Employee; 12/13/2021; 15; 15; No Duties. 4) Robert Hendrickson's Insurance Agency; Insurance Agency; Investment-related; 2951 NW Division St Ste 141 Gresham, OR 97030-5294; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/2015; 80; 80; Service customers and supervise employees. 5) Private Music Teacher and Composer; investment-related; 811 N. Richfield, Wichita, KS 67206; Education; Owner; Music Teacher; 1/1/2002; 1; 0; control of checkbook, review bank statements, make deposits. 6) Insurance Training Associates; Non-investment-related; 4504 SW Corbett Ave., STE 200, Portland, OR 97239; Education; Independent Contractor; Teacher; 01/01/2023; 1; 0; I will be the owner of the live CE portion of the business as separate from the website and no longer teaching courses for pre-licensing. Instead, I will receive royalty income for the video courses we created for pre-licensing on the website. 7) Oregon Symphonic Band; non-investment-related; 6107 SW Murray Blvd #521 Beaverton OR 97008; public service; director; president; 05/03/2023; 3; 0; Music Ensemble
CRS (Client Relationship Summary) - RIA
Click below to view Robert Grant Hendrickson'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 9, 2018 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 2951 Ne Division St Suite 141, Gresham, OR 97030RIA
CRD#: 3487
Gresham, OR
Current
September 30, 2015 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 2951 Nw Division St Ste 141, Gresham, OR 97030BD
CRD#: 43036
Gresham, OR
Past
August 4, 2014 - June 25, 2015
WADDELL & REED
RIA
CRD#: 866
HAYS, KS
Past
August 4, 2014 - June 25, 2015
WADDELL & REED
BD
CRD#: 866
HAYS, KS
Past
June 16, 2014 - July 31, 2014
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
Wichita, KS
Past
June 4, 2014 - July 31, 2014
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
Wichita, KS
Past
December 14, 2010 - May 29, 2014
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
WICHITA, KS
Past
August 5, 2009 - May 29, 2014
NYLIFE SECURITIES LLC
BD
CRD#: 5167
WICHITA, KS
Past
January 17, 2008 - June 26, 2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
SPRINGFIELD, MO
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
Idaho(2/3/2021)
IAR
Idaho(2/3/2021)
RR
Oregon(9/30/2015)
IAR
Oregon(9/7/2018)
RR
Washington(9/30/2015)
IAR
Washington(8/9/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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.
