James Lenard Dietzen

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2005 → Present
  State Farm Vp Management Corp.
  Mount Horeb, WI
• 01/2009 → Present
  James Dietzen Insurance Agency
  Mount Horeb, WI
• 12/2015 → Present
  James Dietzen Insurance Agency
  Cross Plains, WI
• 12/2015 → Present
  State Farm Vp Management Corp.
  Cross Plains, WI
• 04/2019 → Present
  State Farm Investment Management Corp.
  Mount Horeb, WI
• 04/2019 → Present
  State Farm Investment Management Corp.
  Cross Plaines, WI
• 05/2023 → Present
  State Farm Investment Management Corp
  Mount Horeb, WI
• 05/2023 → Present
  State Farm Investment Management Corp
  Cross Plains, WI

Other Businesses

1) Rose Heir's Investment Club; Non-Investment-Related; N9603 Otte Court, Appleton, WI 54915-9310; Other - Family Investment Club; Member; 5/1/2000; 1; 0; One vote on the purchase and sale of different stocks. 2) James Dietzen's Insurance Agency; Insurance Agency; Investment-related; 1844 Springdale St Mount Horeb, WI 53572-2471; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/1/2002; 80; 80; Service customers and supervise employees

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-09-14

Designations

• Chartered Financial Consultant

Other Names

• Jim Lenard Dietzen
• Jim Dietzen