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Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2023-04-13
NE RA APPROVED 2023-04-13
  • IA RA
    APPROVED
    Since 2023-04-13
  • NE RA
    APPROVED
    Since 2023-04-13

Branch Locations

14624 West Center Road, Omaha, NE 68164 • United States

2085 North 120Th Street Suite D3, Omaha, NE 68164 • 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
State Farm Vp Management Corp Omaha NE 12/2000 Present
Cort Bonner Insurance Agency Omaha NE 02/2004 Present
State Farm Investment Management Corp Omaha NE 04/2023 Present
  • 12/2000 → Present
    State Farm Vp Management Corp
    Omaha, NE
  • 02/2004 → Present
    Cort Bonner Insurance Agency
    Omaha, NE
  • 04/2023 → Present
    Omaha, NE
Other Businesses

1) Omaha Economic Development Corporation; non-investment related; 2221 North 24th Street Omaha NE 68110; other; board member; president; 01/02/2012; 2; 2; Community Development through creating opportunities for home ownership/and business creation for the underserved areas in Omaha, Nebraska 2) Cort Bonner's Insurance Agency; Investment-related; 2085 N 120th St Ste D3 Omaha, NE 68164; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/1/2000; 80; 80; Service customers and supervise employees 3) Omaha Municipal Land Bank Board; NOT investment-related; 1905 Harney Street Omaha, Nebraska 68102; Public Service: Board Member; none; 6/24/2024; 3; 0; Duties.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-04
S63 Uniform Securities Agent State Law Examination 2022-12-27
  • S65 Uniform Investment Adviser Law Examination
    2023-04-04
  • S63 Uniform Securities Agent State Law Examination
    2022-12-27

View on SEC IAPD

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