Scott Benjamin Ockerman

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2004 → Present
  State Farm Vp Management Corp
  Lake Orion, MI
• 01/2004 → Present
  Scott Ockerman Insurance Agency
  Lake Orion, MI
• 08/2018 → 06/2019
  State Farm Investment Management Corp
  Lake Orion, MI
• 08/2023 → Present
  State Farm Investment Management Corp
  Lake Orion, MI

Other Businesses

1) Scott Ockerman's Insurance Agency; Insurance Agency; Investment-related; 403 S Broadway St Lake Orion, MI 48362-2743; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 1/1/2002; 80; 80; Service customers and supervise employees.

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-10-08

Designations

• Chartered Financial Consultant