Maximilian Wilson
Professional summary
Maximilian Wilson, CFP®, who also goes by Maximilian D Wilson, Maximilian D. Wilson, Max Wilson, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Haddonfield, New Jersey and STATE FARM VP MANAGEMENT CORP. located in Bloomington, Illinois.
Maximilian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Maximilian has worked at 11 firms and has passed the Series 63, Series 66, Series 6TO, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Maximilian Wilson's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 3, 2025 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 41 S Haddon Ave Ste 8, Haddonfield, NJ 08033April 3, 2025 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: One State Farm Plaza, Bloomington, IL 61710-0001June 14, 2024 - March 12, 2025
OSAIC WEALTH, INC.
June 23, 2023 - March 14, 2025
WEALTH MANAGEMENT ASSOCIATES, INC.
May 17, 2023 - June 14, 2024
SECURITIES AMERICA, INC.
October 19, 2020 - May 17, 2023
HADDONFIELD FINANCIAL PLANNING LLC
April 12, 2019 - July 15, 2020
J.P. MORGAN SECURITIES LLC
April 12, 2019 - July 15, 2020
J.P. MORGAN SECURITIES LLC
July 13, 2018 - April 1, 2019
FIDELITY PERSONAL AND WORKPLACE ADVISORS
June 7, 2016 - July 13, 2018
STRATEGIC ADVISERS LLC
May 8, 2015 - June 1, 2016
STRATEGIC ADVISERS LLC
March 10, 2015 - March 29, 2019
FIDELITY BROKERAGE SERVICES LLC
November 16, 2010 - June 27, 2011
MORGAN STANLEY
August 4, 2010 - June 27, 2011
MORGAN STANLEY
Primary Firm SEC Registration
STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/21/2025)
(4/21/2025)
(4/3/2025)
(4/3/2025)
(4/23/2025)
(4/23/2025)
Exams
Series 6TO
Date: 4/3/2025
Investment Company Products/Variable Contracts Representative ExaminationSeries 7TO
Date: 3/24/2023
General Securities Representative ExaminationFINRA
Current Firm
STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
Contact information
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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