Advisor at State Farm Investment Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
State Farm Investment Management
Location
Mesa, AZ 85202
Credentials
Series 63, Series 65
Industry experience
22 years
Bruce Hoerner is a financial advisor with State Farm Investment Management, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been associated with State Farm Investment Management Corp. since 2023 and has also operated the Bruce Hoerner Insurance Agency since 2008. State Farm Investment Management Corp. provides discretionary investment management through model portfolios and manages the State Farm Funds. The firm serves individual and retirement accounts via a retail wrap-fee program, using a combination of low-cost ETFs and select actively managed mutual funds, with automated rebalancing and 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
1731 W Baseline Rd, Suite 106
Mesa, AZ 85202
Arizona
State Farm Investment Management Corp
2023 - Present (3 years)
State farm vp management corp
2008 - Present (18 years)
Bruce Hoerner Insurance Agency
2008 - Present (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65, Series 66
Mesa, AZ
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