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RB
ChFC
RB
ChFC

Robert Boerner

State Farm Investment Management CORP.
9 Years of Experience
Midland, MI
BrokerSells Insurance
View SEC Summary
View SEC Summary

Robert Boerner is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Midland, MI, with 9 years of industry experience. Robert 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

2918 N Saginaw Rd, Midland, MI, 48640

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Robert is involved in several outside business activities. He owns a small farming operation, Robert Boerner's Insurance Agency (selling State Farm insurance), and a 25% ownership in a hunting cabin. He also serves as President of Midland Noon Exchange and a Director for Home to Stay Housing assistance center.

Employment History
Current Registrations
State Farm Investment Management CORP.
October 2023 - Present · 3 yrs
State Farm Vp Management CORP.Broker
July 2018 - Present · 8 yrs 3 mos
Previous Registrations
State Farm Vp Management CORP.Broker
March 2016 - December 2016 · 9 mos
State Registrations1 state
MI
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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