Roger Lynn Beeler

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

Authority	Category	Status	Date
IL	RA	APPROVED	2023-06-05

IL RA
APPROVED

Since 2023-06-05

Branch Locations

2636 Schaid Court, Mchenry, IL 60050 • 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

Organization	City	State	From	To
Roger Beeler Jr Insurance Agency	Mchenry	IL	01/2011	Present
State Farm Vp Management Corp.	Mchenry	IL	01/2011	Present
State Farm Investment Management Corp	Mchenry	IL	06/2023	Present

01/2011 → Present

Roger Beeler Jr Insurance Agency

Mchenry, IL
01/2011 → Present

State Farm Vp Management Corp.

Mchenry, IL
06/2023 → Present

State Farm Investment Management Corp

Mchenry, IL

Other Businesses

1) Roger L Beeler Insurance Agency; Investment-related; 2636 Schaid Ct McHenry, IL 60051-4485; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent;01/01/2011 ; 80; 80; Service customers and supervise employees 2) KAHU Antiques & Styling; Non-Investment Related; 109 Mallard Dr Downs, IL 61736; Retail; Owner; None; 06/23/2026; 8; 0; Will serve as a business resource for the financial side of the business.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-05-25
S63	Uniform Securities Agent State Law Examination	2003-04-18

S65 Uniform Investment Adviser Law Examination

2023-05-25
S63 Uniform Securities Agent State Law Examination

2003-04-18

View on SEC IAPD