Susan Ann Moberly

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

• 08/2014 → Present
  Susan Moberly Insurance Agency
  Springfield, MO
• 08/2014 → Present
  State Farm Vp Management Corp
  Springfield, MO
• 08/2018 → Present
  State Farm Investment Management Corp
  Springfield, MO

Other Businesses

1 ) Susan Moberly Agency, LLC;Non investment related; 1902 E. Battlefield Springfield MO 65804; State Farm Insurance Agent ; Owner; 08/01/2014 ; 2;0;Control of the checkbook, Review bank statements, Make deposits in the checking account, Pay bills/Co-Signor on checking account. Sell insurance and financial services products 2) Susan Moberly's Insurance Agency; Insurance Agency; Investment-related; 1902 E Battlefield St Ste B Springfield, MO 65804-3878; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 8/1/2014; 80; 80; Service customers and supervise employees

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-09-13

Designations

• Chartered Financial Consultant