Connie Sue Shealy

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
SC	RA	APPROVED	2023-03-27

SC RA
APPROVED

Since 2023-03-27

Branch Locations

Leesville, SC • United States

3940 Augusta Hwy, Gilbert, SC 29054 • 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
Connie Shealy Insurance Agency	Gilbert	SC	08/2007	Present
State Farm Vp Management Corp.	Gilbert	SC	08/2007	Present
State Farm Investment Management Corp	Gilbert	SC	11/2018	07/2019
State Farm Investment Management Corp	Gilbert	SC	03/2023	Present

08/2007 → Present

Connie Shealy Insurance Agency

Gilbert, SC
08/2007 → Present

State Farm Vp Management Corp.

Gilbert, SC
11/2018 → 07/2019

State Farm Investment Management Corp

Gilbert, SC
03/2023 → Present

State Farm Investment Management Corp

Gilbert, SC

Other Businesses

1) Connie Shealy's Insurance Agency; Insurance Agency; Investment-related; 3940 Augusta Hwy Gilbert, SC 29054-9666; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 04/01/1993; 80; 80; Service customers and supervise employees

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2000-08-30

S63 Uniform Securities Agent State Law Examination

2000-08-30

Designations

Chartered Financial Consultant

Other Names

Connie H Young
Connie H Shealy

View on SEC IAPD