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Ted Orzehoskie

State Farm Investment Management CORP.
22 Years of Experience
Crystal Lake, IL
1 DisclosureBrokerSells Insurance
View SEC Summary
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Ted Orzehoskie is a registered investment advisor at State Farm Investment Management CORP., based in Crystal Lake, IL, with 22 years of industry experience. Ted 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

6207 Northwest Hwy, Crystal Lake, IL, 60014-7932

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History

Regulatory History (1)
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
January 2010
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Ted owns Theodore L Orzehoskie's Insurance Agency (State Farm) since 2010, dedicating about half of his time to servicing customers and supervising employees. He also has several real estate and business ventures, including Keelindslo Properties, NanTed LLC, Keego Inc (Fire House Subs Franchise), Slolinkee LLC, and personally held real estate.

Employment History
Current Registrations
State Farm Investment Management CORP.
March 2019 - Present · 7 yrs 7 mos
State Farm Vp Management CORP.Broker
March 2004 - Present · 22 yrs 7 mos
State Registrations6 states
IAILINKYLAWI
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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