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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
CA RA APPROVED 2018-08-08
  • CA RA
    APPROVED
    Since 2018-08-08

Branch Locations

516 Pennsfield Place Suite 201, Thousand Oaks, CA 91360-5575 • United States

Moorpark, CA • 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
Kurt Weston Insurance Agency Thousand Oaks CA 03/2007 Present
State Farm Vp Management Corp Thousand Oaks CA 11/2005 Present
State Farm Investment Management Corp. Thousand Oaks CA 08/2018 Present
  • 03/2007 → Present
    Kurt Weston Insurance Agency
    Thousand Oaks, CA
  • 11/2005 → Present
    State Farm Vp Management Corp
    Thousand Oaks, CA
  • 08/2018 → Present
    Thousand Oaks, CA
Other Businesses

1) Kurt Weston's Insurance Agency; Insurance Agency; Investment-related; 516 Pennsfield Pl Ste 201 Thousand Oaks, CA 91360-5575; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 03/01/2007; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-08-08
  • S63 Uniform Securities Agent State Law Examination
    2000-08-08
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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