Shannon Wilkerson, financial advisor Sidney OH

Shannon Wilkerson

CRD Number: 5186700
Current Firm: State Farm Investment Management Corp.

Shannon Wilkerson (CRD# 5186700) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sidney, OH and has over 9 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
State Farm Investment Management Corp. Sidney, OH Aug 2018 - Current 5
State Farm Insurance Sidney, OH Nov 2015 - Current 8
State Farm Vp Management Corp Sidney, OH Nov 2015 - Current 8
State Farm Insurance Miamisburg, OH Jan 2015 - Nov 2015 < 1
State Farm Vp Management Corp Miamisburg, OH Jan 2015 - Nov 2015 < 1
State Farm Vp Management Corp. Franklin, OH Mar 2013 - Jan 2015 1
State Farm Insurance Franklin, OH Mar 2013 - Jan 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2014
Contact Info for Shannon C. Wilkerson
Phone Number: 800-447-0740
Registered State(s):
  • IN
  • MI
  • OH
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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