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JW
JW

James Wuest

State Farm Investment Management CORP.
4 Years of Experience
Colorado Springs, CO
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

James Wuest is a registered investment advisor at State Farm Investment Management CORP., based in Colorado Springs, CO, with 4 years of industry experience. James 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
7073 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

2175 Academy Circle, Suite 100, Colorado Springs, CO, 80909

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History

Regulatory History (1)
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Criminal
January 2011
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

James owns an insurance agency, James (Mike) Wuest's Insurance Agency, as an agent for State Farm and its affiliates, dedicating about half of his time to it. He is also a partner in Prestige Worldwide Images, LLC, a home-based photography business, and president of Q Street LLC, an investment property company, spending minimal time on each.

Employment History
Current Registrations
State Farm Investment Management CORP.
January 2023 - Present · 3 yrs 9 mos
State Farm Vp Management CORP.
March 2022 - Present · 4 yrs 7 mos
State Farm Vp Management CORP.Broker
March 2022 - Present · 4 yrs 7 mos
State Registrations2 states
COFL
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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