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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 2025-01-01
NV RA APPROVED 2025-01-01
OR RA APPROVED 2025-01-01
AZ RA APPROVED 2020-08-19
  • CA RA
    APPROVED
    Since 2025-01-01
  • NV RA
    APPROVED
    Since 2025-01-01
  • OR RA
    APPROVED
    Since 2025-01-01
  • AZ RA
    APPROVED
    Since 2020-08-19

Branch Locations

2750 N Bellfower Blvd Ste 208, Long Beach, CA 90815 • 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 Hawaiian Gardens CA 06/2011 Present
Paul Kagan Insurance Agency Hawaiian Gardens CA 06/2011 11/2022
Paul Kagan Insurance Agency La Mirada CA 02/2017 Present
State Farm Vp Management Corp. La Mirada CA 02/2017 Present
State Farm Investment Management Corp Hawaiian Gardens CA 10/2018 11/2022
Paul Kagan Insurance Agency Long Beach CA 11/2022 Present
State Farm Vp Management Corp. Long Beach CA 11/2022 Present
State Farm Investment Management Corp Long Beach CA 11/2022 Present
State Farm Investment Management Corp La Mirada CA 10/2018 Present
  • 06/2011 → Present
    State Farm Vp Management Corp
    Hawaiian Gardens, CA
  • 06/2011 → 11/2022
    Paul Kagan Insurance Agency
    Hawaiian Gardens, CA
  • 02/2017 → Present
    Paul Kagan Insurance Agency
    La Mirada, CA
  • 02/2017 → Present
    State Farm Vp Management Corp.
    La Mirada, CA
  • 10/2018 → 11/2022
    Hawaiian Gardens, CA
  • 11/2022 → Present
    Paul Kagan Insurance Agency
    Long Beach, CA
  • 11/2022 → Present
    State Farm Vp Management Corp.
    Long Beach, CA
  • 11/2022 → Present
    Long Beach, CA
  • 10/2018 → Present
    La Mirada, CA
Previous Registrations
Other Businesses

1) Paul Kagan's Insurance Agency; Insurance Agency; Investment-related; 2750 N Bellfower Blvd, Ste 208, Long Beach, CA 90815; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/1987; 80; 80; Service customers and supervise employees.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-07-13
  • S63 Uniform Securities Agent State Law Examination
    2000-07-13
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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