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Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2018-08-14
  • MN RA
    APPROVED
    Since 2018-08-14

Branch Locations

10 N Broadway, Wells, MN 56097-0126 • 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. Wells MN 02/1998 Present
Mark Schmitz Insurance Agency Wells MN 09/1988 Present
State Farm Investment Management Corp. Wells MN 08/2018 Present
  • 02/1998 → Present
    State Farm Vp Management Corp.
    Wells, MN
  • 09/1988 → Present
    Mark Schmitz Insurance Agency
    Wells, MN
  • 08/2018 → Present
    Wells, MN
Other Businesses

1) Mark Schmitz's Insurance Agency; Insurance Agency; Investment-related; 10 N Broadway Wells, MN 56097-1639; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 09/01/1986; 80; 80; Service customers and supervise employees. 2) Wells Community Ambulance Service; non-investment-related; West Franklin Wells, MN 56097; Public Service; Employee; Employee; 8/1/1994; 60; 0; respond to 911 calls, treat and transport requestors to local hospital. 3) Defensive Driver Course Instructor; non-investment-related; 250 5th Ave., SE Wells, MN 56097; Education; Instructor; Instructor; 8/12/2020; 2; 0; No Duties. 4) Mark Schmitz - Property #1 (personally held real estate); investment-related; 9571 SE 168th Elderberry Place, The villages, FL 32162; Commercial Property; Owner; 11/07/2024; 2;2; Rental.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-05-06
  • S63 Uniform Securities Agent State Law Examination
    1998-05-06
Designations

View on SEC IAPD

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