Theresa Solon Wargo, financial advisor Streator IL

Theresa Solon Wargo

CRD Number: 6397154
Current Firm: State Farm Investment Management Corp.

Theresa Solon Wargo (CRD# 6397154) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Streator, IL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
State Farm Investment Management Corp Streator, IL Jul 2023 - Current < 1
Theresa Solon Insurance Agency Streator, IL Jan 2016 - Current 8
State Farm Vp Management Corp Streator, IL May 2015 - Current 9
State Farm Insurance Streator, IL May 2015 - Dec 2015 < 1
State Farm Vp Management Corp Spring Valley, IL Sep 2014 - May 2015 < 1
Cody Burroughs Insurance Agency Spring Valley, IL Apr 2012 - May 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2014
S65 NASAA Investment Advisors Law Examination Jul 2023
Contact Info for Theresa L. Solon Wargo
Phone Number: 800-447-0740
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

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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