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WS

William Stephenson

STATE FARM VP MANAGEMENT
Jacksonville, FL 32218
Some features on this profile are disabled
CRD#: 6624259
WS

Professional summary

William Stephenson, who also goes by Will Cullen Stephenson, William C Stephenson, William Cullen Stephenson, is a registered financial professional currently at STATE FARM VP MANAGEMENT CORP. located in Jacksonville, Florida.

William is registered as a RR (Registered Representative) and started their career in finance in 2017. William has worked at 5 firms and has passed the Series 65, Series 63, Series 6TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Will Cullen Stephenson | William C Stephenson | William Cullen Stephenson

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view William Stephenson'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

February 24, 2026 - Present

STATE FARM VP MANAGEMENT CORP.

Office #1: 13453 N Main St Ste 106, Jacksonville, FL 32218
BD
CRD#: 43036
Jacksonville, FL
Past

June 18, 2025 - January 28, 2026

THE LEADERS GROUP, INC.

BD
CRD#: 37157
SUMMIT, NJ
Past

October 19, 2021 - May 19, 2025

P.J. ROBB VARIABLE, LLC

BD
CRD#: 38339
MEMPHIS, TN
Past

October 19, 2017 - August 27, 2021

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
BALA CYNWYD, PA
Past

September 21, 2017 - August 27, 2021

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
BALA CYNWYD, PA
Past

March 8, 2017 - July 6, 2017

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
PHILADELPHIA, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
(2/24/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/12/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/29/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 2/24/2026
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/8/2017
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

SF
STATE FARM VP MANAGEMENT CORP.
STATE FARM VP MANAGEMENT CORP.

CRD#: 43036 / SEC#: , 8-50128

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
One State Farm Plaza, Bloomington, IL 61710-0001
Mailing Address
One State Farm Plaza, Bloomington, IL 61710-0001
Phone number
(833) 430-8518
Established
Delaware since 11/27/1996
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (51 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
STATE FARM INVESTMENT MANAGEMENTSHAREHOLDER3487
COOK, KRISTYNEXECUTIVE VICE PRESIDENT AND DIRECTOR4215717
FARNEY, JON CHARLESPRESIDENT AND DIRECTOR2839964
GHANBARPOUR, ARASHVICE PRESIDENT AND DIRECTOR5129325
HINTZ, SCOTT ALEXANDERVICE PRESIDENT - FINANCIAL AND SECRETARY2004555
LUDWIG, TERRENCE MICHAELCHIEF COMPLIANCE OFFICER AND TREASURER3231040
MINEAU, SARAHSENIOR VICE PRESIDENT AND DIRECTOR4634160
MONTGOMERY, BRADLEY DOYLESENIOR VICE PRESIDENT AND DIRECTOR2913835
PRESTON, BRIAN LYNNANTI-MONEY LAUNDERING AND OFFICE OF FOREIGN ASSETS CONTROL COMPLIANCE OFFICER4312143
WIEDUWILT, ANDREW PATRICKVICE PRESIDENT8074278
WILLARD, DANIEL NELSONASSISTANT SECRETARY AND COUNSEL5207081

Disclosures

Regulatory Event7

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 VP MANAGEMENT CORP.

CRD#: 43036Jacksonville, FL 32218

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