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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
OH RA APPROVED 2023-02-13
  • OH RA
    APPROVED
    Since 2023-02-13

Branch Locations

Medina, OH • United States

4505 W Pleasant Valley Rd, Parma, OH 44134 • 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
Kurt Hawley Insurance Agency Parma OH 01/1991 Present
State Farm Vp Management Corp. Parma OH 10/2020 Present
State Farm Investment Management Corp Parma OH 02/2023 Present
  • 01/1991 → Present
    Kurt Hawley Insurance Agency
    Parma, OH
  • 10/2020 → Present
    State Farm Vp Management Corp.
    Parma, OH
  • 02/2023 → Present
    Parma, OH
Other Businesses

1) Integrated Community Solutions, Inc; non-investment-related; 2315 Sharon Copley Rd, Medina, OH 44256; Not for profit organization with the mission of providing adults with disabilities socialization and activity events.; board member; 10/4/2021; 4; 0; will be working on fund raising ideas and activity event planning. no fiduciary responsibilities. 2) Kurt Hawley's Insurance Agency; Insurance Agency; Investment-related; 4505 W Pleasant Valley Rd Parma, OH 44134-5851; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/1989; 80; 80; Service customers and supervise employees 3) Lake Medina Reserve Hoa; non-investment-related; 3605 HUNTING RUN RD MEDINA, OH 44256; Association/Committee/Council; other; none; 8/1/2024; 4; 0; Committee

Designations
  • Chartered Financial Consultant

View on SEC IAPD

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