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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2018-10-22 |
| IN | RA | APPROVED | 2018-10-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp | Frankfort | IL | 03/2013 | Present |
| State Farm Insurance | Frankfort | IL | 03/2013 | Present |
| State Farm Investment Management Corp | Frankfort | IL | 07/2018 | Present |
1) STATE FARM AGENTS & ASSOCIATES POLITICAL ACTION COMMITTEE, CHAIRMAN OF THE BOARD, GURNEE, IL, START DATE 5/1/2006, DUTIES-DIRECT ALL ACTIVITIES OF THE PAC, SIGN CHECKS, VERIFY MONTHLY BANK RECONCILIATION OF TREASURER, 10 HRS PER MONTH, 2 HRS PER MONTH DURING SECURITIES TRADING HOURS. 2) BRADLEY UNIVERSITY PARENTS ASSOCIATION, SOWRDS HALL PEORIA ILLINOIS 61606; NON-INVESTMENT RELATED; 11/01/2012; ORGANIZATION COMPOSED OF THE PARENTS OF EVERY STUDENT AT BRADLEY UNIVERSITY; DIRECTOR; MEMBER OF BOARD OF DIRECTORS; 1 HR/MTH-NONE DURING TRADING HOURS.PRESIDENT-ELECT FOR 2014-2015, AND PRESIDENT FOR 2015-2016 3) MOKENA APARTMENTS LLC; INVESTMENT RELATED; 21434 BRAMBLE DRIVE FRANKFORT ILLINOIS 60423; RESIDENTIAL APARTMENT BUILDING; OWNER 50%; 11/01/2013; 10 HRS/MO; 0 HRS/MO; CONTROL OF THE CHECKBOOK, REVIEW BANK STATEMENTS, MAKE DEPOSITS IN THE CHECKING ACCOUNT, PAY BILLS/CO-SIGNOR ON CHECKING ACCOUNT 4) Diocese of Joliet Catholic Education Foundation; non-investment related; 16555 Weber Road, Crest Hill, IL 60403; Foundation for the Catholic Schools in the Diocese of Joliet; Director; 3/17/17; Offer ideas to Drive marketing activities to the members of the Diocese to build the fundraising of the foundation; 3; 0 5) Ferederick Ellsworth LLC; investment related; 15905 Frederick Ave, Plainfield IL 60544; the LLC is being formed to hold title of an office building.; Partner; 7/31/17; 50%; no duties; 2; 0. 6) BSC 1891, LLC; investment related; 1891 Bay Scott, Naperville, IL 60540; office building, this LLC will hold ownership to an office building; Partner; 5/3/18; 25%; 2; 0; 7) 2150 Manchester LLC; investment related; 1700 Park St Suite 211, Naperville, IL 60563; Partner; LLC is ownership of an office building; 10/1/2019; 2; 0; none 8) Jeff Attar Memorial Outing; Non-Investment related; 21434 Bramble Drive, Frankfort, IL 60423; Board Member; Other/Charity Golf Outing (501(c)(3) Organization); 07/01/2020; 2; 0; Control of checkbook, Review bank statements, Make checking account deposits, Pay bills/Co-Signor on checking account 9) 3420 Lacrosse LLC; investment related; 552 S Washington Suite 201 Naperville IL 60540; other; partner; partner; 11/21/2022; 0; 0; lending/borrowing activities 10) Mill & Bauer LLC; investment related; 27W280 Bauer Rd Naperville, IL 60540; Apartment building; partner; none; 9/25/2023; 2; 0; Building a 10 Unit Apartment building in Naperville with 2 partners. 11) 1200 Jorie LLC; investment-related; 1200 Jorie Oak Brook, IL 60523; Investment or Commercial Property; Partner; None; 12/31/2025; 0;0; 5% investment in a Commercial office building 12) 235 Washington LLC; Investment Related; 235 Washington Naperville, IL 60540; Investment or Commercial Property; Partner; None; 03/01/2026; 1; 0; None
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-27 |
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