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Marianne Koenig Leal

State Farm Investment Management Corp.

Fort Worth, TX

CRD 4614844

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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
TX RA APPROVED 2024-03-05
  • TX RA
    APPROVED
    Since 2024-03-05

Branch Locations

7833 Summer Creek Dr, Fort Worth, TX 76123 • 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
Marianne Leal Insurance Agency Fort Worth TX 01/2006 Present
State Farm Vp Management Corp. Fort Worth TX 12/2005 Present
State Farm Investment Management Corp Fort Worth TX 03/2024 Present
  • 01/2006 → Present
    Marianne Leal Insurance Agency
    Fort Worth, TX
  • 12/2005 → Present
    State Farm Vp Management Corp.
    Fort Worth, TX
  • 03/2024 → Present
    Fort Worth, TX
Other Businesses

1) TEXAS CHRISTIAN UNIVERSITY; NON-INVESTMENT-RELATED; UNIVERSITY DRIVE, FORT WORTH, TX,76129; PRIVATE UNIVERSITY; DIRECTOR;5/2007;1 HR/MO; 0 HR/MO; ALUMNI BOARD OF DIRECTORS. 2) Marianne K Leal's Insurance Agency; Investment-related; 7833 Summer Creek Dr Fort Worth, TX 76123-2094; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent;01/01/2006; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-02-14
  • S63 Uniform Securities Agent State Law Examination
    2003-02-14
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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