Best Investors Account Sign in
Current Employers
State Farm Investment Management Corp.

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-03-01
IN RA APPROVED 2023-02-24
  • MI RA
    APPROVED
    Since 2023-03-01
  • IN RA
    APPROVED
    Since 2023-02-24

Branch Locations

234 S Main St, Eaton Rapids, MI 48827 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 12/2004 → Present
    Steven Bartshe Insurance Agency
    Eaton Rapids, MI
  • 12/2004 → Present
    State Farm Vp Management Corp
    Eaton Rapids, MI
  • 02/2023 → Present
    Eaton Rapids, MI
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-13
S63 Uniform Securities Agent State Law Examination 2004-07-14
  • S65 Uniform Investment Adviser Law Examination
    2023-01-13
  • S63 Uniform Securities Agent State Law Examination
    2004-07-14
Other Names
  • Steve Bartshe
  • Steven Roger Bartshe

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Eaton Rapids, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor