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Mark Q. Louderback
STATE FARM INVESTMENT MANAGEMENT
Rossville, TN 38066
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CRD#: 6046070
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Professional summary
Mark Quinton Lindsey Louderback, who also goes by Mark Q Louderback, Mark Quinton Lindsey Louderback, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Rossville, Tennessee and STATE FARM VP MANAGEMENT CORP. located in Dunwoody, Georgia.
Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Mark has worked at 6 firms and has passed the Series 66, Series 6TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mark Q Louderback | Mark Quinton Lindsey Louderback
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) Caleb Hollingsworth's Insurance Agency; Investment-related; 5105 Highway 57 Rossville TN 38066 and 3059 Forest Hill Irene, Suite 103 Germantown TN 38138; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 10/08/2024; 80; 80; Service customers 2) South Main Association; non-investment-related; PO Box 3268 Memphis, TN. 38173; Membership/Civic/Fraternal Organization; Board Member; Vice President;01/01/2025;10;2; It is designed to educate the residents of the South Main area of Memphis and to highlight and advertise the businesses in the area.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Quinton Lindsey Louderback'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
December 10, 2024 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 5105 Highway 57, Rossville, TN 38066Office #2: 3059 Forest Hill Irene Suite 103, Germantown, TN 38138RIA
CRD#: 3487
Rossville, TN
Current
December 10, 2024 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 237 Perimeter Center Pkwy Ne, Dunwoody, GA 30346BD
CRD#: 43036
Dunwoody, GA
Past
September 4, 2020 - November 19, 2024
FIRST COMMAND ADVISORY SERVICES
RIA
CRD#: 281958
Memphis, TN
Past
September 4, 2020 - November 19, 2024
FIRST COMMAND BROKERAGE SERVICES, INC.
BD
CRD#: 3641
Memphis, TN
Past
January 12, 2018 - February 19, 2019
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
CORDOVA, TN
Past
December 26, 2017 - February 19, 2019
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
CORDOVA, TN
Past
July 30, 2012 - November 3, 2017
EDWARD JONES
RIA
CRD#: 250
ARLINGTON, TN
Past
May 16, 2012 - November 3, 2017
EDWARD JONES
BD
CRD#: 250
ARLINGTON, TN
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
Mississippi(4/11/2025)
IAR
Mississippi(4/11/2025)
RR
Tennessee(12/10/2024)
IAR
Tennessee(12/10/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 12/10/2024
Investment Company Products/Variable Contracts Representative ExaminationGeneral 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.
