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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
ND RA APPROVED 2025-03-10
IA RA APPROVED 2025-03-07
WI RA APPROVED 2020-04-27
MN RA APPROVED 2019-03-21
  • ND RA
    APPROVED
    Since 2025-03-10
  • IA RA
    APPROVED
    Since 2025-03-07
  • WI RA
    APPROVED
    Since 2020-04-27
  • MN RA
    APPROVED
    Since 2019-03-21

Branch Locations

1915 Xenium Ln N Ste 1, Plymouth, MN 55441 • 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
Shane Mason Insurance Agency Plymouth MN 02/2011 Present
State Farm Vp Management Corp. Plymouth MN 02/2011 Present
State Farm Investment Management Corp. Plymouth MN 12/2018 Present
  • 02/2011 → Present
    Shane Mason Insurance Agency
    Plymouth, MN
  • 02/2011 → Present
    State Farm Vp Management Corp.
    Plymouth, MN
  • 12/2018 → Present
    Plymouth, MN
Other Businesses

1) H & M Vacations, LLC; non-investment related; 14207 88th PL N Maple Grove, MN 55639; Weekly vacation rental in Florida; Treasurer/Owner/Partner 25%; 12/2/2019; 2; 0; Control of the checkbook, review bank statements, make deposits in checking account, pay bills. 2) Shane Mason's Insurance Agency; Insurance Agency; Investment-related; 1915 Xenium Ln N Ste 1 Plymouth, MN 55441-3715; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2001; 80; 80; Service customers and supervise employees 3) H&M Smokey Mountains, LLC; Investment Related; 14207 88th PL N, Maple Grove, MN 55369; Investment or Commercial Property; partner; 5/10/2022; 1; 0; other duties. 4) Triple Torch LLC; Investment-related; 16480 73rd Ave N Maple Grove MN 55311; Investment or Commercial Property; Partner; none; 01/13/2023; 0.5; 0; Purchase into a real estate development partnership

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-21
S63 Uniform Securities Agent State Law Examination 2000-05-19
  • S65 Uniform Investment Adviser Law Examination
    2019-03-21
  • S63 Uniform Securities Agent State Law Examination
    2000-05-19

View on SEC IAPD

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