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State Farm Investment Management Corp. CRD 3487
$12.9B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-03-01 |
| IN | RA | APPROVED | 2023-02-24 |
Branch Locations
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 |
|---|---|---|---|---|
| Steven Bartshe Insurance Agency | Eaton Rapids | MI | 12/2004 | Present |
| State Farm Vp Management Corp | Eaton Rapids | MI | 12/2004 | Present |
| State Farm Investment Management Corp. | Eaton Rapids | MI | 02/2023 | Present |
1. Steve Bartshe Insurance Agency; Investment-related; 234 S Main St Eaton Rapids, MI 48827-1256; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent;01/01/2005; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-14 |
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