Connie Jo Slater

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

Authority	Category	Status	Date
CO	RA	APPROVED	2018-08-15

CO RA
APPROVED

Since 2018-08-15

Branch Locations

4730 Centennial Blvd Ste. 104, Colorado Springs, CO 80919 • 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

Organization	City	State	From	To
State Farm Vp Management Corp.	Colorado Springs	CO	12/1997	Present
Connie Slater Insurance Agency	Colorado Springs	CO	08/2000	Present
State Farm Investment Management Corp	Colorado Springs	CO	08/2018	Present

12/1997 → Present

State Farm Vp Management Corp.

Colorado Springs, CO
08/2000 → Present

Connie Slater Insurance Agency

Colorado Springs, CO
08/2018 → Present

State Farm Investment Management Corp

Colorado Springs, CO

Other Businesses

1) Connie Slater's Insurance Agency; Insurance Agency; Investment-related; 4730 Centennial Blvd Ste 104 Colorado Spgs, CO 80919-3338; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 6/1/1999; 80; 80; Service customers and supervise employees

Designations

Chartered Financial Consultant

Other Names

Connie Jo Slater
Connie Jo Ozburn
Connie Jo Ozburn

View on SEC IAPD