Best Investors Account Sign in
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
FL RA APPROVED 2024-11-22
CO RA APPROVED 2024-09-12
MD RA APPROVED 2024-09-12
WI RA APPROVED 2018-08-20
  • FL RA
    APPROVED
    Since 2024-11-22
  • CO RA
    APPROVED
    Since 2024-09-12
  • MD RA
    APPROVED
    Since 2024-09-12
  • WI RA
    APPROVED
    Since 2018-08-20

Branch Locations

286 South Military Road, Fond Du Lac, WI 54935 • United States

5 N Main Street, Mayville, WI 53050 • 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. Mayville WI 11/2000 Present
Brad Marx Insurance Agency Inc Mayville WI 07/2002 Present
Brad Marx Insurance Agency Inc. Fond Du Lac WI 01/2012 Present
State Farm Vp Management Corp. Fond Du Lac WI 01/2012 Present
State Farm Investment Management Corp. Fon Du Lac WI 08/2018 Present
State Farm Investment Management Corp. Mayville WI 08/2018 Present
Mayville Fire Department Mayville WI 01/2013 Present
  • 11/2000 → Present
    State Farm Vp Management Corp.
    Mayville, WI
  • 07/2002 → Present
    Brad Marx Insurance Agency Inc
    Mayville, WI
  • 01/2012 → Present
    Brad Marx Insurance Agency Inc.
    Fond Du Lac, WI
  • 01/2012 → Present
    State Farm Vp Management Corp.
    Fond Du Lac, WI
  • 08/2018 → Present
    Fon Du Lac, WI
  • 08/2018 → Present
    Mayville, WI
  • 01/2013 → Present
    Mayville Fire Department
    Mayville, WI
Other Businesses

1) Bradley Marx's Insurance Agency; Insurance Agency; Investment-related; 5 N Main St Mayville, WI 53050-1637; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 07/01/2001; 80; 80; Service customers and supervise employees 2) White Sand Livin LLC; investment-related; 543 River Drive Mayville, WI 53050; Investment or Commercial Property; Owner; none; 10/04/2024; 1; 0; Duties: Personally Held Real Estate 3) River Front Property, LLC; non-investment-related; 236 N Main Street Mayville WI 53050; Investment or Commercial Property; Owner/Partner; None; 08/11/2025; 2;0; We will be renting out a portion of the property to a window tint company. 4) Starkweather Hunting Cabin, LLC; Non-Investment Related; 6873 87th Ave NE Starkweather, ND 58377; Other; Owner; None; 08/06/2025; 2; 0; None

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-03-20
  • S63 Uniform Securities Agent State Law Examination
    2001-03-20
Designations
  • Chartered Financial Consultant
Other Names
  • Brad Marx

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Fond Du Lac, WI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor