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Todd Heeter

Investment Adviser Representative at State FARM Investment Management Corp.

Saint Joseph, MICRD #7864371Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Todd Heeter is an investment adviser representative with State FARM Investment Management Corp. in Saint Joseph, MI, where they have been registered since 2024, the year they entered the securities industry. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Michigan.

Registrations & licenses

Registration type
Dual-registered
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Michigan
Broker:
1 state or territory

Michigan

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/30/2024
Series 63
Uniform Securities Agent State Law Examination
Passed 1/29/2024
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 5/29/2024
SIE
Securities Industry Essentials Examination
Passed 10/21/2023

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

State FARM Investment Management Corp.Current
12/6/2024 – Saint Joseph, MI
State FARM VP Management Corp.Current
5/29/2024 – Saint Joseph, MI

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Great Lakes West
    Oct 2001 – Nov 2022Mattawan, MI
  2. Climax Solar
    Nov 2022 – Jun 2023Portage, MI
  3. Robert McDougall Insurance Agency
    Aug 2023 – May 2025Grand Rapids, MI
  4. State Farm VP Management Corp.
    Jan 2024 – May 2025Grand Rapids, MI
  5. State Farm Investment Management Corp
    Dec 2024 – May 2025Grand Rapids, MI
  6. State Farm Investment Management Corp
    Jun 2025 – Oct 2025Mattawan, MI
  7. State Farm VP Management Corp.
    Jun 2025 – Oct 2025Mattawan, MI
  8. State Farm Insurance
    Jun 2025 – Oct 2025Mattawan, MI
  9. Todd Heeter Insurance Agency
    Oct 2025 – no end date reportedSaint Joseph, MI
  10. State Farm Investment Management Corp
    Oct 2025 – no end date reportedSaint Joseph, MI
  11. State Farm VP Management Corp.
    Oct 2025 – no end date reportedSaint Joseph, MI

Official records & sources

Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About State FARM Investment Management Corp.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Portfolio Management for Individuals and Small BusinessesPortfolio Management for Investment Companies

Client types the firm serves

IndividualsHigh Net WorthInvestment Companies

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
7,007
Offices listed on AdvisorFinder:
1
Main office:
Bloomington, IL
SEC file number:
801-8184

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of April 30, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Todd Heeter has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Todd Heeter (State FARM Investment Management)