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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
WY RA APPROVED 2025-01-02
ND RA APPROVED 2018-08-13
MT RA APPROVED 2018-08-06
  • WY RA
    APPROVED
    Since 2025-01-02
  • ND RA
    APPROVED
    Since 2018-08-13
  • MT RA
    APPROVED
    Since 2018-08-06

Branch Locations

416 N Broadway Ave, Red Lodge, MT 59068 • United States

327 S 24Th St W Unit 5, Billings, MT 59102 • 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. Billings MT 07/2009 Present
State Farm Insurance Billings MT 03/2013 12/2023
State Farm Investment Management Corp Billings MT 01/2024 Present
Jamie Anderson Insurance Agency Billings MT 01/2024 Present
Jamie Anderson Insurance Agency Red Lodge MT 03/2024 Present
State Farm Investment Management Corp Red Lodge MT 03/2024 Present
State Farm Vp Management Corp Red Lodge MT 03/2024 Present
  • 07/2009 → Present
    State Farm Vp Management Corp.
    Billings, MT
  • 03/2013 → 12/2023
    State Farm Insurance
    Billings, MT
  • 01/2024 → Present
    Billings, MT
  • 01/2024 → Present
    Jamie Anderson Insurance Agency
    Billings, MT
  • 03/2024 → Present
    Jamie Anderson Insurance Agency
    Red Lodge, MT
  • 03/2024 → Present
    Red Lodge, MT
  • 03/2024 → Present
    State Farm Vp Management Corp
    Red Lodge, MT
Other Businesses

1) ANDERSON PROPERTIES LLC; INVESTMENT RELATED; 5000 CHEVELLE DR, BILLINGS, MT, 59106; RENTAL PROPERTY; 100% OWNER; 3/18/2015; 1 HR/MO; 0 HR/MO; OWNER. 2) Jamie Anderson Insurance Agency; Investment-related; 315 S 24th St West Unit 1 Billings MT 59102 and 416 N Broadway Ave PO Box 2330, Red Lodge, MT 59068; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2024; 80; 80; Service customers and supervise employees 3) Jamie Anderson- Property #1 (Personally Held Real Estate); investment; 322 7th Ave NW, Units A-D Sidney, MT 59027; Investment or Commercial Property; Owner; none; 6/1/2013; 1; 0; Duties: Personally Held Real Estate

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-12-17
  • S63 Uniform Securities Agent State Law Examination
    2001-12-17
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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