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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2018-11-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp | Kearney | NE | 05/2001 | Present |
| Cory Kruse Insurance Agency | Kearney | NE | 07/2003 | Present |
| State Farm Investment Management Corp | Kearney | NE | 08/2018 | Present |
1) LOPER HOLDINGS LLC; NON-INVESTMENT-RELATED, 3407 W 34TH ST KEARNEY NE 68845; Other; Board Member; 10/01/2017; 8HR/MO; 0HR/MO; Eric Bruggeman & Brandon Bruggeman friends who have no relationship with state farm they are neither employees or clients, Vote on trade activity (what to invest in or fund allocations) within and investment portfolio that contains securities held by this entity, Control of the checkbook, Review bank statements, Make deposits in the checking account, Pay bills/Co-Signor on checking account 2) Grand Island Diocese Finance Council; Non-Investment-Related; 2708 Old Fair Road, Grand Island, NE 68801; Membership/Civic/Fraternal Organization; Board Member; 10/01/2017; 1hr; I have asked to be a member of the finance council for the grand island diocese. Duties will include 1. reviewing financial statements for the Diocese. 2. develop and guide the vision of the Diocesan financial matters. 3.Advise the Bishop on the matters of the Diocesan Financial policies and their implementation; 4. Provide perspective on Diocesan financial matters based on my field of expertise; 5. Ensure proper use of Diocesan Financial Resources by the Bishop.; Board Member; 10/1/2017; Member of a Finance Committee, Review bank statements. It is my understanding that as a member of this council we will advise the Bishop on matters concerning the diocese. He will be the decision maker on the decision we will provide input based on our backgrounds and area's of expertise.; 1 HR/MO for both. 3) 3025 Turtle Creek Land Co LLC; non-investment-related; 468111 Sargent Ord Rd, Ord, NE 68862; Cash Rented Farm Ground. Property also has a house and 2 barns that will also be rented out; partner; 9/24/2021; 5; 0; Help in maintaining the farm ground. 4) Kearney Catholic Foundation; non-investment-related; 20 E 21st St Kearney NE 68847; Education; 01/01/2022; Director/President; 3/0; I will run the Board of Director meetings for the next year. 5) Cory Kruse's Insurance Agency; Insurance Agency; Investment-related; 3320 2nd Ave Kearney, NE 68847-2902; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 05/01/2001; 80; 80; Service customers and supervise employees. 6) Lucky J LLC; Investment-related; 1510 W 102nd St Kearney, NE 68845; Investment or Commercial Property; Owner/President; 01/01/2010; 3; 0; Lucky J LLC owns my State Farm office.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-01 |
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