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State Farm Investment Management Corp. CRD 3487
$12.9B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2018-08-07 |
Branch Locations
409 South Main Street, Fond Du Lac, WI 54935-4951 • United States
Two Rivers, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| William Mahlik Insurance Agency | Fond Du Lac | WI | 09/1991 | Present |
| State Farm Vp Management Corp. | Fond Du Lac | WI | 02/1998 | Present |
| State Farm Investment Management Corp. | Fond Du Lac | WI | 08/2010 | 03/2017 |
| State Farm Investment Management Corp. | Fond Du Lac | WI | 08/2018 | Present |
1) Trapping; Non-Investment Related; 852 Estate Drive, Fond Du Lac, WI 54935; Fur Trapper; Employee; 11/1/1998; 2; 0; Trap animals and sell furs. 2) William Mahlik's Insurance Agency; Insurance Agency; Investment-related; 409 S Main St Fond Du Lac, WI 54935-4951; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 02/01/1988; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-07-06 |
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