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State Farm Investment Management Corp. CRD 3487
$12.9B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-09-20 |
| IL | RA | APPROVED | 2022-07-11 |
| WI | RA | APPROVED | 2022-07-11 |
| MO | RA | APPROVED | 2022-07-08 |
| IA | RA | APPROVED | 2018-11-02 |
Branch Locations
1935 E Ridgeway Ave, Waterloo, IA 50702-3531 • United States
Ontonagon, MI • United States
Independence, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp | Waterloo | IA | 06/2003 | Present |
| Christel Manson Insurance Agency | Waterloo | IA | 12/2003 | Present |
| State Farm Investment Management Corp | Waterloo | IA | 08/2018 | Present |
1) Take 5 in the 906, LLC; Investment; 2627 Quasqueton Diagonal Blvd, Independence, IA 50644; Investment or Commercial Property; officer; 12/1/2020; 10; 0; none. 2) Christel Manson's Insurance Agency; Insurance Agency; Investment-related; 1935 E Ridgeway Ave Waterloo, IA 50702-3531; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/2003; 80; 80; Service customers and supervise employees. 3) Take 5 in the 906, LLC; Investment Related; 28842 Shady Ln Rd Ontonagon, MI 49953; Investment or Commercial Property; Owner/President; 07/01/2024; 10; 0; Vacation rental rented on VRBO.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-31 |
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