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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
OK RA APPROVED 2019-05-23
  • OK RA
    APPROVED
    Since 2019-05-23

Branch Locations

Oklahoma City, OK • 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. Oklahoma City OK 03/2013 Present
State Farm Insurance Oklahoma City OK 03/2013 Present
State Farm Investment Management Corp Oklahoma City OK 08/2018 Present
  • 03/2013 → Present
    State Farm Vp Management Corp.
    Oklahoma City, OK
  • 03/2013 → Present
    State Farm Insurance
    Oklahoma City, OK
  • 08/2018 → Present
    Oklahoma City, OK
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-06-27
  • S63 Uniform Securities Agent State Law Examination
    1998-06-27
Designations
  • Chartered Financial Consultant
Other Names
  • Nicole Cherie Latimer
  • Nicole L Smith

View on SEC IAPD

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