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Alexander Anneker

State Farm Investment Management CORP.
6 Years of Experience
Oakland, CA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Alexander Anneker is a registered investment advisor at State Farm Investment Management CORP., based in Oakland, CA, with 6 years of industry experience. Alexander 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

5273 College Ave, Apt. 101, Oakland, CA, 94618

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History

Regulatory History (1)
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Financial
December 2016
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Alexander is an intern at State Farm, providing customer service, and an agent for Travel Planners International, where he anticipates sales/travel reservation activities for family and friends. The State Farm role takes about half of Alexander's time, while the Travel Planners role requires minimal time.

Employment History
Current Registrations
State Farm Investment Management CORP.
May 2023 - Present · 3 yrs 5 mos
State Farm Vp Management CORP.
February 2022 - Present · 4 yrs 8 mos
State Farm Vp Management CORP.Broker
February 2022 - Present · 4 yrs 8 mos
Previous Registrations
Wells Fargo Investments, LLC
February 2006 - January 2008 · 1 yr 11 mos
Wells Fargo Investments, LLCBroker
January 2006 - January 2008 · 2 yrs
State Registrations5 states
AZCANVORVA
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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