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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2026-07-17 |
| IL | RA | APPROVED | 2024-10-03 |
| SC | RA | APPROVED | 2024-10-03 |
| NC | RA | APPROVED | 2018-08-16 |
Branch Locations
2001 Widewaters Pkwy Suite O, Knightdale, NC 27545-7324 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp. | Knightdale | NC | 01/2008 | Present |
| Brian Rothert Insurance Agency | Knightdale | NC | 01/2008 | Present |
| State Farm Investment Management Corp. | Knightdale | NC | 05/2013 | 03/2017 |
| State Farm Investment Management Corp. | Knightdale | NC | 08/2018 | Present |
1) Brian Rothert Insurance Agency; Investment-related; 2001 Widewaters Pkwy Ste O Knightdale, NC 27545-7324; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 1/1/2008; 80; 80; Service customers and supervise employees. 2) Brian Rothert - Property #1 (Personally Held Real Estate); Investment-Related; 5133 Killarney Hope Dr Raleigh, NC 27613; Investment or Commercial Property; Owner; 05/01/2024; 5; 0; Single family rental property.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-04-04 |
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