Advisor at State Farm Investment Management
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Firm
State Farm Investment Management
Location
Kane, PA 16735
Credentials
Series 63, Series 65
Industry experience
15 years
Steven Tunall is a financial advisor at State Farm Investment Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with State Farm entities since 2012. In addition to his advisory role, Tunall owns and operates Steven Tunall Insurance Agency, serving customers and supervising employees. State Farm Investment Management Corp. provides discretionary investment management using centrally designed model portfolios and manages the State Farm Funds. The firm serves individual and retirement accounts through a retail wrap-fee program and employs a mix of low-cost ETFs and select actively managed mutual funds with automated rebalancing and periodic tax-loss harvesting.
Based on State Farm Investment Management
$15,000 - $99,999: 1.25% $100,000 - $499,999: 1.00% $500,000 - $999,999: 0.75% $1,000,000 - $9,999,999: 0.50%
Account minimum: $15,000 Minimum fee: Minimum quarterly Advisory Fee of $45 for accounts below $15,000; $18.75 minimum for accounts qualifying for lowest advisory fee
73 Fraley Street
Kane, PA 16735
Pennsylvania
State Farm Investment Management Corp
2023 - Present (3 years)
Steven Tunall Insurance Agency
2013 - Present (13 years)
State Farm VP Management Corp.
2012 - Present (14 years)
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Is active or affiliated with:
Insurance agent
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