GG
Grant D. Gingerich
STATE FARM INVESTMENT MANAGEMENT
CLAREMORE, OK 74017
Some features on this profile are disabled
CRD#: 6217795
GG
Professional summary
Grant David Gingerich is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Claremore, Oklahoma and STATE FARM VP MANAGEMENT CORP. located in Claremore, Oklahoma.
Grant is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Grant 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
None
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) Claremore Public School Foundation; 102 W 10th St. Claremore OK 74017; CPSF helps fundraise dollars to support Claremore Public Schools and allocates monies through grant request by teachers and administrators. This foundation has been intact for several decades and my role will be to serve on the fundraising committee (assist with events) and finance committee which will be more budgetary in nature than any sort of financial investment or strategic financial advice. ; Trustee; 08/20/2020; 2;2 2) Claremore Chamber of Commerce; non-investment-related; 419 W will Rogers Blvd Claremore OK 74017; Chamber of commerce; Board Member; 06/01/2021; 2;2 3) Grant Gingerich's Insurance Agency; Insurance Agency; Investment-related; 653 W Claremore St Claremore, OK 74017-8023; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 02/01/2015; 80; 80; Service customers and supervise employees 4) G2 Properties, LLC; Invesment-Related; 653 W. Claremore Claremore, OK 74017; Investment or Commercial Property; Owner; 11/01/2018; 2; 0; G2 Properties LLC was formed with intentions of purchasing our current office space from the landlord. We expect to have one small tenant space available in the future next door to the space we occupy. Expected closing date is end of October, but at this point, we do not even have a contract signed. Control of the checkbook, Review bank statements, make deposits in the checking account, Pay bills/Co-Signor on checking account. Basically, will make management decisions for the LLC of its assets, cash flow, and day to day operations if any that come up
CRS (Client Relationship Summary) - RIA
Click below to view Grant David Gingerich'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
May 1, 2023 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 653 W Claremore St, Claremore, OK 74017Office #2: Tasp 408 N Lynn Riggs Blvd, Claremore, OK 74017RIA
CRD#: 3487
CLAREMORE, OK
Current
July 22, 2013 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 653 W. Claremore St, Claremore, OK 74017BD
CRD#: 43036
Claremore, OK
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
Oklahoma(7/31/2013)
IAR
Oklahoma(5/1/2023)
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
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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.
Company Information
STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487Claremore, OK 74017TRUST BUT VERIFY
Monitor Grant Gingerich
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
