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ChFC
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ChFC

Gwyndena Petrick

State Farm Investment Management CORP.
28 Years of Experience
Woodland Hills, CA
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Gwyndena Petrick is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Woodland Hills, CA, with 28 years of industry experience. Gwyndena is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,575 clients with $13B in assets under management.

State Farm Investment Management CORP.
Compensation
Fee-Only (% of Portfolio)
Firm Size
7097 advisors
Number of Clients
3,575 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$15K
Investment management only (planning not offered)
Minimum Annual Fee:$180
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $500K1.00%
$500K - $1.0M0.75%
$1M+0.50%

Customized fees may be negotiated for total account values of $10,000,000 or more. Certain fee reductions apply for employees and accounts funded from specific previously established brokerage accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6355 Topanga Cyn Blvd, #210, Woodland Hills, CA, 91367

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
November 2016
Final
Regulatory
December 2010
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Gwyndena is the board member chairman for Valley Cultural Center, a non-profit promoting arts in San Fernando Valley, dedicating minimal time. Gwyndena also owns Gwyndena Petrick's Insurance Agency, an insurance agency affiliated with State Farm, where she services customers and supervises employees, dedicating about half her time.

Employment History
Current Registrations
State Farm Investment Management CORP.
December 2021 - Present · 4 yrs 10 mos
State Farm Vp Management CORP.
June 1998 - Present · 28 yrs 4 mos
State Farm Vp Management CORP.Broker
June 1998 - Present · 28 yrs 4 mos
State Registrations1 state
CA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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