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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
TX RA APPROVED 2018-08-03
  • TX RA
    APPROVED
    Since 2018-08-03

Branch Locations

600 Rnd Rck Wst Dr Ste 205, Round Rock, TX 78681 • United States

10824 E Crystal Falls Pky #406, Leander, TX 78641 • 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 Round Rock TX 04/2007 Present
Greg Meyer Insurance Agency Round Rock TX 04/2007 Present
State Farm Vp Management Corp Cedar Park TX 06/2015 09/2020
Greg Meyer Insurance Agency Cedar Park TX 06/2015 09/2020
State Farm Investment Management Corp Cedar Park TX 08/2018 09/2020
State Farm Investment Management Corp Round Rock TX 09/2020 Present
Greg Meyer Insurance Agency Leander TX 09/2020 Present
State Farm Vp Management Corp Leander TX 09/2020 Present
State Farm Investment Management Corp Leander TX 09/2020 Present
  • 04/2007 → Present
    State Farm Vp Management Corp
    Round Rock, TX
  • 04/2007 → Present
    Greg Meyer Insurance Agency
    Round Rock, TX
  • 06/2015 → 09/2020
    State Farm Vp Management Corp
    Cedar Park, TX
  • 06/2015 → 09/2020
    Greg Meyer Insurance Agency
    Cedar Park, TX
  • 08/2018 → 09/2020
    Cedar Park, TX
  • 09/2020 → Present
    Round Rock, TX
  • 09/2020 → Present
    Greg Meyer Insurance Agency
    Leander, TX
  • 09/2020 → Present
    State Farm Vp Management Corp
    Leander, TX
  • 09/2020 → Present
    Leander, TX
Other Businesses

1) Greg Meyer's Insurance Agency; Insurance Agency; Investment-related; 600 Rnd Rck Wst Dr Ste 205 Round Rock, TX 7868 and 10824 E Crstl Fls Pkwy Ste 406 Leander, TX 78641; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 04/01/2007; 80; 80; Service customers and supervise employees 2) Hill Country Bible Church; non investment related; 12124 Ranch Road 620 N Austin TX 78750; Religious-Church; Board member; 09-20-2020; recommended to become an elder in the church. this is a four year term and the board meets once a week for 2 hours; 20;2 3) C & M Meyer Family LTD; Investment related; 8824 Rinn Road New Ulm, TX 78950; Investment Property; Partner; Chairman; 10/11/2023; 2; 0; Personal Farm land holdings by Greg Meyer and intermediate family

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-07-27
  • S63 Uniform Securities Agent State Law Examination
    2000-07-27
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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