Lori Lou Branch

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

• 06/2001 → Present
  Lori Branch Insurance Agency
  Holts Summit, MO
• 06/2001 → Present
  State Farm Vp Management Corp.
  Holts Summit, MO
• 08/2023 → Present
  State Farm Investment Management Corp
  Holts Summit, MO

Other Businesses

1) RAITHEL RACING LLC; NON- INVESTMENT RELATED; 421 SUMMERHILL DR. JEFFERSON CITY, MO,65109; DIRT BIKE RACING; 5/1/2015; 1 HR/MO; 0 HR/MO; 1% PARTNER; REVIEW BANK STATEMENTS,MAKE DEPOSITS,PAY BILLS, CHECK SIGNATORY AUTHORITY. 2) Lori Branch's Insurance Agency; Insurance Agency; Investment-related; 170 W Simon Blvd Holts Summit, MO 65043-1050; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 6/1/2000; 80; 80; Service customers and supervise employees

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-08-28

Designations

• Chartered Financial Consultant

Other Names

• Lori Raithel
• Lori Lou Raithel