Kestra Advisory Services
23yrs
Top advisor by experience in Princeton
3yrs
Adam Hellman
Financial advisor at State Farm Investment Management
Adam Hellman is a fiduciary financial advisor in Princeton, Illinois, with 3 years in the industry. Adam joined State Farm Investment Management in 2024, a firm offering investment management. The firm is paid through a percentage of assets.
One of 8 advisors with offices in Princeton, and one of 8 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office129 N Main St, Princeton, IL 61356
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
- 2024 – nowState Farm Investment Management Corp.Current firm
Contact Adam
Local office(815) 875-2393Ask for Adam. (800) 447-0740Main office · Bloomington, IL 129 N Main StPrinceton, IL 61356Office · Get directions
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Questions to ask Adam
Tailored to Adam’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Adam
How do I contact Adam?
Call Adam’s local office at (815) 875-2393 or the State Farm Investment Management main office at (800) 447-0740, and ask for Adam Hellman.
How long has Adam been a financial advisor?
Adam has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Adam hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Adam a fiduciary?
Adam is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Adam paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Adam 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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