Michelle Neils

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

• 04/2013 → Present
  State Farm Insurance
  Lincoln University, PA
• 04/2013 → Present
  State Farm Vp Management Corp
  Lincoln University, PA
• 08/2018 → Present
  State Farm Investment Management Corp.
  Lincoln University, PA

Other Businesses

1) STATE FARM ASSOCIATE POLITICAL ACTION COMMITTEE SFAPAC; NON-INVESTMENT-RELATED; PO BOX 545, HARRISBURG, PA 17108; OUR MISSION IS TO SUPPORT CANDIDATES AND LEGISLATORS WHO ALIGN WITH OUR STATE FARM VALUES AND WHO HELP TO CREATE AND PROTECT OUR ABILITY TO SELL AND SERVICE INSURANCE AND FINANCIAL SERVICE PRODUCTS IN PENNSYLVANIA. ULTIMATELY, WE AIM TO HELP CREATE AN INSURANCE REGULATORY SYSTEM IN PENNSYLVANIA THAT IS IN THE BEST INTEREST OF STATE FARM POLICYHOLDERS, AGENTS AND EMPLOYEES; OFFICER 0%; 12/01/2006; 2 HRS/MO; 0 HRS/MO; TAKE MEETING MINUTES, WORK WITH EXECUTIVE DIRECTOR TO ORGANZATION COMMUNICAITONS. 2) Alpha Phi - Epsilon Kappa; non-investment-related; 11-15-2019; 1930 Sherman Avenue Evanston IL 60201; Membership/civic/fraternal organization; National society; 5;0; Being asked to serve as the full chapter advisor. Currently serve as the advisor for the VP of new member education and programing. As chapter advisor I will offer professional leadership and management consultation to the officers of the sorority/Epsilon Kappa Chapter. Keeping the chapter aligned with the national sorority's standards, ethics and regulations. I will help the chapter officers to develop and implement their goals 3) Brick Chick Creative Designs; non-investment-related; 112 Walnut Drive Lincoln University PA 19352; other; owner; owner; 10/15/2022; 25; 0; I will create the designs and then will list them on a shop sell them through an established site (ETSY). I will do this all on my personal time. ETSY shop/KDP Amazon selling digital products such as personalized wine labels, notebooks, stickers, craft items 4) Michelle Neils - Property #1 (Personally Held Real Estate); Investment-related; 340 S Lafayette Street #202 Denver, CO 80209; Investment or Commercial Property; Owner; none; 4/17/2024; 21; 0; Duties

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-03-15
• S63 Uniform Securities Agent State Law Examination
  2007-04-02

Other Names

• Michelle Renee Worden