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JH

Joel D. Hinman

STATE FARM INVESTMENT MANAGEMENT
Fort Myers, FL 33905
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CRD#: 5630728
JH

Professional summary


Joel Daxton Hinman, who also goes by Joel Hinman, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Fort Myers, Florida and STATE FARM VP MANAGEMENT CORP. located in Fort Myers, Florida.

Joel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Joel has worked at 2 firms and has passed the SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Joel Hinman

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) Joel Hinman's Insurance Agency; Insurance Agency; Investment-related; 14651 Palm Beach Blvd Ste 103 Fort Myers, FL 33905-2331; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/2017; 80; 80; Service customers and supervise employees 2) Sixth Sense, LLC; investment-related; 11982 Glen Ave Fort Myers, FL 33905; Investment or Commercial Property; Owner; none; 8/23/2024; 1; 0; Duties: Personally Held Real Estate 3) LX2 Properties LLC; Investment-related; 11982 Glen Ave Ft Myers FL 33905; Investment or Commercial Property; Owner; President; 03/10/2023; 2; 0; The sole purpose of the business / LLC is to hold residential rental properties as an investment. 4) 1124 Cecelia Avenue, LLC; Investment-related; 1124 Cecelia Avenue Lehigh Acres, FL 33971; Investment or Commercial Property; Owner; President; 1/31/2024; 0; 0; to own 1 single family home used as a long-term rental investment. 5) 1120 Darling Street East, LLC; Investment--related; 1120 Darling Street East Lehigh Acres, FL 33974; Investment or Commercial Property; Owner; President; 1/24/2024; 1; 0; Duties: own 1 single family home used as a long-term rental investment. 6) LX2 Acquisitions, LLC; Investment-related; 11982 Glen Ave Fort Myers, FL 33905; Investment or Commercial Property; Owner; President; 1/24/2024; 1; 0; Duties: own 1 single family home used as a long-term rental investment. 7) 2042 Crawford Avenue North, LLC; Investment-related; 2042 Crawford Avenue North Lehigh Acres, FL 33971; Investment or Commercial Property; Owner; President; 1/24/2024; 1; 0; Duties: own 1 single family home used as a long-term rental investment. 8) 580 Genoa Avenue South. LLC: Investment-related; 580 Genoa Avenue South Lehigh Acres, FL 33974; Investment or Commercial Property; Owner; President; 1/24/2024; 1; 0; Duties: own 1 single family home used as a long-term rental investment. 9) 902 Lytle Street East, LLC; Investment-related; 902 Lytle Street East Lehigh Acres, FL 33974; Investment or Commercial Property; Owner; President; 1/24/2024; 1; 0; Duties: own 1 single family home used as a long-term rental investment. 10) 2908 35th Street West LLC; Investment-related; 2908 35th Street West Lehigh Acres, FL 33971; Investment or Commercial Property; Owner; 04/11/2024; 0; 0; its only purpose is to hold 1 piece of real estate as a personal investment. 11) 2806 31st Street West, LLC; Investment-related; 2806 31st Street West Lehigh Acres, FL 33971; Investment or Commercial Property; Owner; 04/11/2024; 0; 0; only purpose is to hold 1 piece of real estate as a personal investment. 12) 2502 64th Street West, LLC; Investment-Related; 2502 64th Street West Lehigh Acres, FL 33971; Investment or Commercial Property; Owner; none; 5/6/2024; 1; 0; Duties: Privately held rental building

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Joel Daxton Hinman'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

November 9, 2022 - Present

STATE FARM INVESTMENT MANAGEMENT CORP.

Office #1: 14651 Palm Beach Blvd Ste. 103, Fort Myers, FL 33905
RIA
CRD#: 3487
Fort Myers, FL
Current

November 16, 2018 - Present

STATE FARM VP MANAGEMENT CORP.

Office #1: 14651 Palm Beach Blvd Ste 103, Fort Myers, FL 33905-2331
BD
CRD#: 43036
Fort Myers, FL
Past

April 27, 2009 - August 16, 2017

STATE FARM VP MANAGEMENT CORP.

BD
CRD#: 43036
Cape Coral, FL

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
Florida
(11/16/2018)
IAR
Florida
(11/9/2022)

Exams


General Industry/Product Exam
RR
SIE
Date: 8/16/2017
Securities Industry Essentials Examination
General Industry/Product Exam
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
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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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

STATE FARM INVESTMENT MANAGEMENT CORP. WRAP FEE 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#: 3487Fort Myers, FL 33905

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