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Stacy Renay Engle

State Farm Investment Management Corp.

Heath, OH

CRD 4276422

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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:

Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2018-08-09
  • OH RA
    APPROVED
    Since 2018-08-09

Branch Locations

417 S 30Th St, Heath, OH 43056 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
State Farm Vp Management Corp Heath OH 04/2004 Present
Stacy Engle Insurance Agency Heath OH 04/2004 Present
State Farm Investment Management Corp Heath OH 08/2018 Present
  • 04/2004 → Present
    State Farm Vp Management Corp
    Heath, OH
  • 04/2004 → Present
    Stacy Engle Insurance Agency
    Heath, OH
  • 08/2018 → Present
    Heath, OH
Other Businesses

1) Stacy Engle's Insurance Agency; Insurance Agency; Investment-related; 417 S 30th St Heath, OH 43056-1215; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 2/1/2001; 80; 80; Service customers and supervise employees. 2) Granville Township Board of Zoning Appeals; Non-investment-related; 1554 Columbus Rd., Granville, OH 43023; Membership/Civic/Fraternal Organization; Board Member; Board Member; 2/1/2003; 4; 0; township zoning. 3) Chacy Properties Inc; Non-investment-related; 417 S. 30th Street, Heath, OH 43056; Investment or Commercial Property; Partner; Partner; 1/1/2007; 0; 0; no duties.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-13
  • S65 Uniform Investment Adviser Law Examination
    2019-05-13
Other Names
  • Stacy Renay Oliver

View on SEC IAPD

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