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Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-07-29
OK RA APPROVED 2024-10-23
IA RA APPROVED 2019-05-09
NE RA APPROVED 2018-12-12
  • FL RA
    APPROVED
    Since 2025-07-29
  • OK RA
    APPROVED
    Since 2024-10-23
  • IA RA
    APPROVED
    Since 2019-05-09
  • NE RA
    APPROVED
    Since 2018-12-12

Branch Locations

New Port Richey, FL • United States

2155 E 23Rd Ave S, Fremont, NE 68025-7849 • 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 Fremont NE 03/2002 Present
Lois Mathison Insurance Agency Fremont NE 01/2005 Present
State Farm Investment Management Corp Fremont NE 08/2018 Present
  • 03/2002 → Present
    State Farm Vp Management Corp
    Fremont, NE
  • 01/2005 → Present
    Lois Mathison Insurance Agency
    Fremont, NE
  • 08/2018 → Present
    Fremont, NE
Other Businesses

1) Lois Mathison's Insurance Agency; Insurance Agency; Investment-related; 2155 E 23rd Ave S Fremont, NE 68025-7849; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 9/1/2002; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-11
S63 Uniform Securities Agent State Law Examination 2002-04-19
  • S65 Uniform Investment Adviser Law Examination
    2018-12-11
  • S63 Uniform Securities Agent State Law Examination
    2002-04-19
Other Names
  • Michelle Mathison
  • Michelle Holt

View on SEC IAPD

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