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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 |
|---|---|---|---|
| MN | RA | APPROVED | 2023-02-10 |
| WI | RA | APPROVED | 2023-02-10 |
Branch Locations
1482 Saint Croix Ave Unit 1, New Richmond, WI 54017-2617 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Matthew Berquam Insurance Agency | New Richmond | WI | 07/2006 | Present |
| State Farm Vp Management Corp | New Richmond | WI | 07/2006 | Present |
| State Farm Investment Management Corp | New Richmond | WI | 02/2023 | Present |
1) Matthew Berquam's Insurance Agency; Insurance Agency; Investment-related; 1482 Saint Croix Ave Unit 1 New Richmond, WI 54017-2617; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 7/1/2006; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-13 |
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