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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-10-23 |
| NV | RA | APPROVED | 2024-03-06 |
| MN | RA | APPROVED | 2023-06-08 |
| WI | RA | APPROVED | 2023-06-08 |
Branch Locations
4874 Highway 61 N, White Bear Lake, MN 55110 • 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 |
|---|---|---|---|---|
| State Farm Vp Management Corp | New Brighton | MN | 06/2004 | Present |
| Amy Wakem Insurance Agency | New Brighton | MN | 06/2006 | Present |
| Amy Wakem Insurance Agency | White Bear Lake | MN | 12/2021 | Present |
| State Farm Vp Management Corp | White Bear Lake | MN | 12/2021 | Present |
| State Farm Investment Management Corp | White Bear Lake | MN | 06/2023 | Present |
1) Shaklee; non-investment-related; 1568 Ferndale Ave NE Fridley, MN 55432; Retail; No title; 12/01/2021;0; 0; No duties 2) Amy L Wakem Insurance Agency; Investment-related;2191 Silver Lk Rd NW New Brighton, MN 55112-5331; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent06/01/2004; 80; 80; Service customers and supervise employees. 3) Amy Wakem; non-investment-related; 1568 Ferndale Ave., NE Fridley, MN 55432; Education; Owner; Speaker; 8/19/2015; 8; 0; no duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-21 |
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