Richard Lee Sundstrom

Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2013 → Present
  State Farm Vp Management Corp
  Fogelsville, PA
• 03/2013 → Present
  State Farm Insurance
  Fogelsville, PA
• 08/2018 → Present
  State Farm Investment Management Corp.
  Fogelsville, PA

Previous Registrations

• 2006-03-03 → 2008-12-31
  State Farm Investment Management Corp.
  Long Beach, CA

Other Businesses

1) Parkland C.A.R.E.S. Food Pantry, non-investment-related, 1712 Creek View Dr. Fogelsville PA 18051, My wife and I are starting a food pantry in our community. As part of the process, we are currently filing for incorporation and a 501C(3). The organization will have 10 board members, 2 of which will be us. She is the president of the organization, and I will initially be the treasurer. I will not receive any compensation for the role. There will be a website, location other than our home, etc., but we are still in the early stages of getting this up and running. Board member, treasurer, 05-01-2018, officer, in your role provides financial advice to a committee or board, Control of the checkbook, Review bank statements, make deposits in the checking account, pay bills/Co-Signor on checking account, Budgeting and Fund Raising., 10hr/mo.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-07-23

Designations

• Chartered Financial Consultant