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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
NM RA APPROVED 2025-04-24
LA RA APPROVED 2022-09-27
OK RA APPROVED 2022-09-27
TX RA APPROVED 2018-08-08
  • NM RA
    APPROVED
    Since 2025-04-24
  • LA RA
    APPROVED
    Since 2022-09-27
  • OK RA
    APPROVED
    Since 2022-09-27
  • TX RA
    APPROVED
    Since 2018-08-08

Branch Locations

210 S O Connor Rd, Irving, TX 75060 • 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
Kerri Miene Insurance Agency Irving TX 01/2005 Present
State Farm Vp Management Corp Irving TX 01/2005 Present
State Farm Investment Management Corp Irving TX 08/2018 Present
  • 01/2005 → Present
    Kerri Miene Insurance Agency
    Irving, TX
  • 01/2005 → Present
    State Farm Vp Management Corp
    Irving, TX
  • 08/2018 → Present
    Irving, TX
Other Businesses

1) Kerri Miene's Insurance Agency; Insurance Agency; Investment-related; 210 S O'Connor Rd Irving, TX 75060-2948; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2005; 80; 80; Service customers and supervise employees. 2) La Buena Vida Foundation; Non-investment-related; PO Box 140202, Irving, TX 75014; Membership/Civic/Fraternal Organization; Board Member; Board Member; 9/1/2016; 5; 0; no duties. 3) Flo Transport; Non-investment-related; 4142 Crest Ridge Dr., Irving, TX 75061; Service Industry; Administrative; Administrative; 9/18/2014; 5; 0; file TSA reports and other paperwork. 4) Greater Irving - Las Colinas Education Foundation; Non-investment-related; 5220 N O'Connor Blvd., Irving, TX 75039; Membership/Civic/Fraternal Organization; Officer; Chairwoman; 10/1/2009; 4; 0; no duties.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-02-02
  • S63 Uniform Securities Agent State Law Examination
    2001-02-02
Designations
  • Chartered Financial Consultant
Other Names
  • Kerri L Loewenstein

View on SEC IAPD

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