Terrence Ludwig (CRD# 3231040) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Bloomington, IL and has over 23 years of experience in the finance industry.
CRD# 7074382
Three Sixty Wealth Management, LLC
CRD# 4080772
Lpl Financial LLC
CRD# 2776
Ic Advisory Services, Inc.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Mutual Automobile Insurance Company | Bloomington, IL | Jun 2022 - Current | 1 |
| State Farm Investment Management Corp. | Bloomington, IL | Mar 2022 - Current | 2 |
| State Farm Vp Management Corp. | Bloomington, IL | Mar 2022 - Current | 2 |
| State Farm Investment Management Corp | Bloomington, IL | Nov 2018 - Current | 5 |
| State Farm Life Insurance Company | Bloomington, IL | Mar 2018 - Current | 6 |
| State Farm Life And Accident Assurance Company | Bloomington, IL | Mar 2018 - Current | 6 |
| State Farm Health Insurance Company | Bloomington, IL | Mar 2018 - Current | 6 |
| State Farm Vp Management Corp. | Bloomington, IL | Apr 2001 - Current | 23 |
| State Farm Variable Product Trusts | Bloomington, IL | Feb 2018 - Dec 2022 | 4 |
| State Farm Insurance | Bloomington, IL | Apr 2018 - Jun 2022 | 4 |
| State Farm Investment Management Corp. | Bloomington, IL | Feb 2018 - Mar 2022 | 4 |
| State Farm Associates' Fund Trust | Bloomington, IL | Feb 2018 - Mar 2022 | 4 |
| State Farm Vp Management Corp. | Bloomington, ID | Feb 2018 - Mar 2022 | 4 |
| State Farm Mutual Fund Trusts | Bloomington, IL | Feb 2018 - Apr 2019 | 1 |
| State Farm Insurance | Bloomington, IL | Feb 2018 - Apr 2018 | < 1 |
| State Farm Vp Management Corp. | Bloomington, IL | Mar 2016 - Feb 2018 | 1 |
| State Farm Investment Management Corp. | Bloomington, IL | Mar 2016 - Feb 2018 | 1 |
| State Farm Mutual Fund Trusts | Bloomington, IL | Mar 2016 - Feb 2018 | 1 |
| State Farm Associates' Fund Trusts | Bloomington, IL | Mar 2016 - Feb 2018 | 1 |
| State Farm Variable Product Trusts | Bloomington, IL | Mar 2016 - Feb 2018 | 1 |
| State Farm Insurance | Bloomington, IL | May 2012 - Feb 2018 | 5 |
| State Farm Vp Management Corp. | Bloomington, IL | Sep 2013 - Mar 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2000 |
- IL
- NM
- OH
- SD
- TX
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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