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Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2018-10-29
  • WI RA
    APPROVED
    Since 2018-10-29

Branch Locations

229 S Main St, Jefferson, WI 53549 • 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. Jefferson WI 04/1999 Present
Eric Felth Insurance Agency, Inc. Jefferson WI 07/2000 Present
State Farm Investment Management Corp Jefferson WI 08/2018 Present
  • 04/1999 → Present
    State Farm Vp Management Corp.
    Jefferson, WI
  • 07/2000 → Present
    Eric Felth Insurance Agency, Inc.
    Jefferson, WI
  • 08/2018 → Present
    Jefferson, WI
Other Businesses

1) Eric Felth's Insurance Agency; Insurance Agency; Investment-related; 229 S Main St Jefferson, WI 53549-1633; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 04/01/1999; 80; 80; Service customers and supervise employees 2) Faith Community Church; Non-investment-related; W5949 Hackbarth Road Fort Atkinson, WI 53538; Other; Board Member; none; 06/01/2024; 3;0; Duties. 3) Eric Felth - Property #1 (Personally Held Real Estate); Investment-Related; 229 S Main St Jefferson, WI 53549; Investment or Commercial Property; Owner; 01/01/2000; 1; 0; Personally held rental property/ real estate. Building holds agency offices and a commercial tenant in separate office suite. Commercial tenant is Syndesis Inc a computer repair firm.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-10-29
S63 Uniform Securities Agent State Law Examination 2000-08-18
  • S65 Uniform Investment Adviser Law Examination
    2018-10-29
  • S63 Uniform Securities Agent State Law Examination
    2000-08-18

View on SEC IAPD

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