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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-15 |
Branch Locations
3765 Airport Rd N Suite 101, Naples, FL 34105 • United States
11100 Bonita Beach Rd Suite 105, Bonita Springs, FL 34135 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brian Glaeser Insurance Agency | Naples | FL | 07/1991 | Present |
| State Farm Vp Management Corp. | Naples | FL | 02/1998 | Present |
| Brian Glaeser Insurance Agency | Fort Myers | FL | 12/2011 | 01/2018 |
| State Farm Vp Management Corp. | Fort Myers | FL | 12/2011 | 01/2018 |
| State Farm Investment Management Corp. | Naples | FL | 08/2018 | 06/2019 |
| Brian Glaeser Insurance Agency | Bonita Springs | FL | 04/2020 | Present |
| State Farm Vp Management Corp | Bonita Springs | FL | 04/2020 | Present |
| State Farm Investment Management Corp | Bonita Springs | FL | 09/2024 | Present |
| State Farm Investment Management Corp | Naples | FL | 09/2024 | Present |
1) Bull Investors LLC; non-investment-related; 2205 Tarpon Rd, Naples, FL 34102; Home Building; 6/9/2020; 10; 0; none. 2) Brian Glaeser's Insurance Agency; Insurance Agency; Investment-related; 3765 Airport Rd N Ste 101 Naples, FL 34105-4517; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 07/01/1991; 80; 80; Service customers and supervise employees. 3) Junior Achievement of SW FL; Non-Investment-related; 13241University Drive Fort Myers, FL 33907; Education; Board member; 05/07/2024; 1; 1; I have been selected to The Board of Junior Achievement of SW FL. which encompasses. Collier, Lee and Charlotte Counties. It is a non-profit that teaches Entrepreneur skills to the youth of the counties above. 4) Brian A Glaeser - Property #1 (personally Held Real Estate); Investment-Related; 215 W College Ave Apt 205 Tallahassee, FL 32301; Investment or Commercial Property; Owner; 09/20/2024; 0; 0; Personally owned hotel condominium. Used personally and rented out through the Tallahassee Center when not being used. 5) Brian and Cheryl Glaeser - Property #2 (personally Held Real Estate); Investment-Related; 1420 Beach Rd Unit 204 Englewood, FL 34223; Investment or Commercial Property; Owner; 03/19/2021; 0; 0; Personally, owned second home, occasionally rented during the FL season (Jan,Feb,Mar) Jan Lee with Rent Me Florida is current rental agent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-20 |
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