Steven Ray Reed

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

• 01/2000 → Present
  Steven Reed Insurance Agency
  Dayton, OH
• 01/2000 → Present
  State Farm Vp Management Corp.
  Dayton, OH
• 01/2018 → Present
  Steve Reed Insurance Agency
  Vandalia, OH
• 01/2018 → Present
  State Farm Vp Management Corp.
  Vandalia, OH
• 08/2018 → Present
  State Farm Investment Management Corp
  Vandalia, OH
• 11/2020 → Present
  State Farm Investment Management Corp
  Vandalia, OH

Previous Registrations

• 2018-08-23 → 2019-09-05
  State Farm Investment Management Corp.
  Dayton, OH

Other Businesses

1) SPZS ENTERPRISES LLC; INVESTMENT-RELATED; 8600 N MAIN STREET DAYTON OH 45415; LLC CREATED BY MYSELF FOR THE PURPOSE OF OWNING MY OFFICE BUILDING - THE SAME OFFICE BUILDING USED FOR MY STATE FARM AGENCY; 51% OWNER/PRESIDENT; 05/01/2006; 4 HRS/MO; 0 HRS/MO; CONTROL OF THE CHECKBOOK, REVIEW BANK STATEMENTS, MAKE DEPOSITS IN THE CHECKING ACCOUNT, I MANAGE THE COLLECTION OF RENT AND QUICKBOOKS RECONCILLIATION FOR SPZS ENTERPRISES LLC 2) Steven Reed's Insurance Agency; Insurance Agency; Investment-related; 8600 N Main St Ste A Dayton, OH 45415-1396; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2000; 80; 80; Service customers and supervise employees

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-04-22

Designations

• Chartered Financial Consultant

Other Names

• Steven Ray Reed