Best Investors
Account
Sign in
Best Investors
Account
Sign in
One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-15 |
| MI | RA | APPROVED | 2019-03-22 |
Branch Locations
2336 Us 41 W Suite B, Marquette, MI 49855 • United States
New Port Richey, FL • United States
Marquette, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp. | Marquette | MI | 04/1999 | Present |
| Rod Lizak Insurance Agency | Marquette | MI | 04/2000 | Present |
| State Farm Investment Management Corp | Marquette | MI | 08/2018 | Present |
1) LIZAK PROPERTIES LLC; NON-INVESTMENT-RELATED; 1104 W. WASHINGTON, MARQUETTE, MI 49855; REAL ESTATE INVESTING; INVESTMENT OR COMMERCIAL PROPERTY; 50% OWNER; 07/2001; 10-HOURS PER MONTH DEVOTED; 2-DURING TRADING HOURS; MANAGE/MAINTENANCE. 2.Habitat for Humanity; non-investment-related; 1027 N 3rd St, Marquette, MI 49855; Public Service; teach a class on Homeowner Insurance/0%; 04/01/1999; 1hr/mo. 0hr/mo.; Teach a class to potential homeowners 3.State Farm Mutual Agency; Insurance Agency; Investment-related; 2336 US 41 W, Ste B, Marquette, MI 49855; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 04/01/1999; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-27 |
Reach out to this advisor