Susan Kirk Rosales

Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → 01/2019
  Susan Rosales Insurance Agency
  Ypsilanti, MI
• 04/2015 → 01/2019
  State Farm Vp Management Corp
  Ypsilanti, MI
• 08/2018 → 01/2019
  State Farm Investment Management Corp
  Ypsilanti, MI
• 01/2019 → Present
  Susan Rosales Insurance Agency
  Saline, MI
• 01/2019 → Present
  State Farm Vp Managment Corp
  Saline, MI
• 01/2019 → 09/2019
  State Farm Investment Management Corp
  Saline, MI
• 03/2025 → Present
  State Farm Investment Management Corp
  Saline, MI

Other Businesses

1) Gateway Center Board Of Directors; non-investment-related; 2011 Collingwood Street, STe. 210, Ann Arbor, MI 48103; Association/Committee/Council; Commercial Condominium Association Board of Directors; Board member; 6/17/19; 7%; Board reviews financials as per maintained by management company; 3 hrs/mo; 1 hr/mo. 2) Susan Rosales's Insurance Agency; Insurance Agency; Investment-related; 166 S Industrial Dr Saline, MI 48176-9493; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2013; 80; 80; Service customers and supervise employees

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-01
• S63 Uniform Securities Agent State Law Examination
  2007-09-25

Other Names

• Susan Denise Kirk