Joseph Dennis Oldham

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

Authority	Category	Status	Date
KS	RA	APPROVED	2023-07-27
MO	RA	APPROVED	2023-07-27

KS RA
APPROVED

Since 2023-07-27
MO RA
APPROVED

Since 2023-07-27

Branch Locations

Gardner, KS • 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

Organization	City	State	From	To
Joseph Oldham Insurance Agency	Gardner	KS	01/2009	Present
State Farm Vp Mangement Corp	Gardner	KS	01/2009	Present
State Farm Investment Management Corp	Gardner	KS	07/2023	Present

01/2009 → Present

Joseph Oldham Insurance Agency

Gardner, KS
01/2009 → Present

State Farm Vp Mangement Corp

Gardner, KS
07/2023 → Present

State Farm Investment Management Corp

Gardner, KS

Other Businesses

1) Janson Investments LLC; Investment-Related; 322 N Main St., McPherson, KS 67460; Investment or Commercial Property; Partner/Vice President; 06/19/2020; 2; 0; Farm Ground 2) Joseph Oldham's Insurance Agency; Insurance Agency; Investment-related; 224 E Main St Gardner, KS 66030-1312; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/2001; 80; 80; Service customers and supervise employees

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2001-07-30

S63 Uniform Securities Agent State Law Examination

2001-07-30

Designations

Chartered Financial Consultant

Other Names

Joe Oldham

View on SEC IAPD