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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:

Current Employers
State Farm Investment Management Corp.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-04
  • TX RA
    APPROVED
    Since 2025-12-04

Branch Locations

302 East Ovilla Road Suite A, Glenn Heights, TX 75154 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
State Farm Vp Management Corp Glenn Heights TX 08/2007 Present
Andrea Walton Insurance Agency Glenn Heights TX 09/2007 Present
State Farm Investment Management Corp Glenn Heights TX 08/2018 05/2019
State Farm Investment Management Corp Glenn Heights TX 11/2025 Present
Other Businesses

1) Andrea Walton's Insurance Agency; Insurance Agency; Investment-related; 302 E Ovilla Rd Glenn Heights, TX 75154-3834; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 9/1/2007; 80; 80; Service customers and supervise employees 2) Walton Business Development, LLC; investment-related; 305 West Avenue C, Midlothian, TX 76065; Investment or Commercial Property; Owner; President; 10/1/2012; 2; 0; pay expenses, compensation. 3) Ohana Lago; Investment-Related; 305 West Avenue C Midlothian, TX 76065; Investment or Commercial Property; Partner; Secretary; 06/22/2022; 1; 0; Pay bills/co-signor on checking account; make deposits in the checking account. 4) Cabi Stylist; Non-Investment Related; 4125 Cherokee Ct Granbury, TX 76048; Retail; Independent Contractor; None; 08/15/2026; 6; 0; Host parties - provide snacks, celebrate women.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-03-30
  • S63 Uniform Securities Agent State Law Examination
    2007-03-30
Designations
  • Chartered Financial Consultant
Other Names
  • Andrea Lynn Freix
  • Andrea Freix Walton

View on SEC IAPD

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