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Isaac J. Wilmeth

State Farm Investment Management Corp.

Lone Tree, CO

CRD 4022236

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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
CO RA APPROVED 2018-08-13
  • CO RA
    APPROVED
    Since 2018-08-13

Branch Locations

Lone Tree, CO • 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 Insurance Englewood CO 10/2007 09/2016
State Farm Vp Management Corp. Englewood CO 11/2007 09/2016
State Farm Vp Management Corp. Lone Tree CO 09/2016 Present
State Farm Insurance Lone Tree CO 09/2016 Present
State Farm Investment Management Corp. Lone Tree CO 08/2018 Present
  • 10/2007 → 09/2016
    State Farm Insurance
    Englewood, CO
  • 11/2007 → 09/2016
    State Farm Vp Management Corp.
    Englewood, CO
  • 09/2016 → Present
    State Farm Vp Management Corp.
    Lone Tree, CO
  • 09/2016 → Present
    State Farm Insurance
    Lone Tree, CO
  • 08/2018 → Present
    State Farm Investment Management Corp.
    Lone Tree, CO
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-01-19
  • S63 Uniform Securities Agent State Law Examination
    2000-01-19
Designations
  • Chartered Financial Consultant
Other Names
  • Ike James Wilmeth

View on SEC IAPD

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