MB
Melanie M. Bakala
STATE FARM INVESTMENT MANAGEMENT
Olympia, WA 98506
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CRD#: 5712427
MB
Professional summary
Melanie M Bakala, who also goes by Melanie Donaldson, Melanie Fiser, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Olympia, Washington and STATE FARM VP MANAGEMENT CORP. located in Shelton, Washington.
Melanie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Melanie has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Melanie Donaldson | Melanie Fiser
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) Melanie Bakala's Insurance Agency; Insurance Agency; Investment-related; 821 W Railroad Ave Shelton, WA 98584-3845 and 2745 Martin Way E Ste G Olympia, WA 98506; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 04/01/2010; 80; 80; Service customers and supervise employees 2) Belleville Land Trust LLC; investment-related; 821 W. Railroad Ave., Shelton, WA 98584; Investment or Commercial Property; Owner; 3/1/2013; 2; 0; negotiating and signing leases. 3) Shelton Axmen; non-investment related; PO Box 1234 Shelton WA 98584; Youth Wrestling Club, membership/civic/fraternal organization; director; treasurer; 09/14/2022; 2; 0; Member of a Finance Committee 4) Transformational Leadership; non-investment; 311 SE Ashley Rd, Shelton, WA 98584; Service Industry; owner; 12/19/2022; 6; 2; none, 5) Belleville Properties 2 LLC; Investment related; 311 SE Ashley Rd Shelton WA 98584; Investment or Commercial Property; Owner; Vice President; 06/01/2023; 1; 0; LLC that owns a commercial property 6) Melanie Bakala - Property #1 (Personally Held Real Estate); investment; 716 Plymouth ST SW Olympia, WA 98502; Investment or Commercial Property; Owner; none; 4/1/2010; 1; 0; Duties: Personally Held Real Estate 7) MJB Plymouth LLC; Investment Related; 797 Marine Dr Grayland, WA 98547; Investment or Commercial Property; Owner; none; 10/31/2013; 1; 0; Duties: Personally Held Real Estate 8) BMJ LLC; investment Related; 2401 E Crestview Dr Shelton, wa 98584; Investment or Commercial Property; Owner; none; 6/9/2016; 1; 0; Duties: Personally Held Real Estate 9) BMJ LLC; Investment Related; 3221 Mayfair Dr Tumwater, WA 98512; Investment or Commercial Property; Owner; none; 1/24/2020; 1; 0; Duties: Personally Held Real Estate 10) MJB Mason County LLC; Investment Related; 120 E Fir Dr Shelton, wa 98584; Investment or Commercial Property; Owner; 02/16/2016; 0; 0; residential investment property 11) MJB Mason County LLC; Investment Related; 21 E Birch Pl Shelton, WA 98584; Investment or Commercial Property; Owner; 03/06/2014; 0; 0; residential investment property 12) MJB Mayfair LLC; Investment Related; 314 S 5th St Elma, WA 98541; Investment or Commercial Property; Owner; 04/06/2021; 0; 0; residential investment property 13) MJB Oak Park LLC; Investment Related; 2002 Jefferson St Shelton, wa 98584; Investment or Commercial Property; Owner; 01/07/2021; 0; 0; residential investment property 14) MJB Oak Park LLC; Investment-related; 121 E Fir Dr Shelton, wa 98584; Investment or Commercial Property; Owner; 12/05/2018; 0; 0; residential investment property 15) Washington Team Member Hall of Fame; Non-Investment Related; Virtual 98584; Membership/Civic/Fraternal Organization; Director; None; 03/17/2025; 3; 3; Group enrolling team members and putting on an event.
CRS (Client Relationship Summary) - RIA
Click below to view Melanie M Bakala'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
June 4, 2021 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 2745 Martin Way E Ste G, Olympia, WA 98506Office #2: 821 W Railroad Ave, Shelton, WA 98584-3845RIA
CRD#: 3487
Olympia, WA
Current
September 30, 2009 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 821 W Railroad Ave, Shelton, WA 98584-3845BD
CRD#: 43036
Shelton, WA
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(3/20/2023)
IAR
Idaho(3/20/2023)
RR
Oregon(3/20/2023)
IAR
Oregon(4/18/2023)
RR
Washington(10/2/2009)
IAR
Washington(6/4/2021)
Exams
State Security Law Exam
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487Olympia, WA 98506TRUST BUT VERIFY
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