Edward Jones
40yrs
Top advisor by experience in Conyers
26yrs
Wendy Bear
Full name on record: Wendy Adele Bear
Financial advisor at State Farm Investment Management
Wendy Bear has worked in the financial industry for 26 years and is a fiduciary financial advisor based in Conyers, Georgia. Wendy joined State Farm Investment Management in 2023, a firm offering investment management. State Farm Investment Management reports being paid through a percentage of assets.
One of 24 advisors with offices in Conyers, and one of 23 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 9% by experience at State Farm Investment Management
Office1029 Railroad St NW, Conyers, GA 30012
How the firm is paid ?Percent of assets
Typical client at the firm ?$133,928
Advisors at the firm7,113
States licensed ?1 state
Services through State Farm Investment Management
Investment management for individuals and small businessesManaging mutual funds
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowState Farm Investment Management Corp.Current firm
Contact Wendy
Local office(770) 483-4856Ask for Wendy. (800) 447-0740Main office · Bloomington, IL 1029 Railroad St NWConyers, GA 30012Office · Get directions
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Questions to ask Wendy
Tailored to Wendy’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Wendy
How do I contact Wendy?
Call Wendy’s local office at (770) 483-4856 or the State Farm Investment Management main office at (800) 447-0740, and ask for Wendy Bear.
How long has Wendy been a financial advisor?
Wendy has been in the industry since 2000, about 26 years. Top 9% by experience at State Farm Investment Management.
What licenses does Wendy hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Wendy a fiduciary?
Wendy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Wendy paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Wendy for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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