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
AZ RA APPROVED 2024-09-30
NC RA APPROVED 2024-09-25
CA RA APPROVED 2024-09-23
IN RA APPROVED 2022-10-11
WI RA APPROVED 2022-10-11
IL RA APPROVED 2019-07-08
  • AZ RA
    APPROVED
    Since 2024-09-30
  • NC RA
    APPROVED
    Since 2024-09-25
  • CA RA
    APPROVED
    Since 2024-09-23
  • IN RA
    APPROVED
    Since 2022-10-11
  • WI RA
    APPROVED
    Since 2022-10-11
  • IL RA
    APPROVED
    Since 2019-07-08

Branch Locations

829 Main St, Evanston, IL 60202 • United States

Campton Hills, IL • 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 Evanston IL 01/2008 Present
John Carlson Insurance Agency Evanston IL 02/2008 Present
State Farm Investment Management Corp. Evanston IL 05/2019 Present
  • 01/2008 → Present
    State Farm Vp Management Corp
    Evanston, IL
  • 02/2008 → Present
    John Carlson Insurance Agency
    Evanston, IL
  • 05/2019 → Present
    Evanston, IL
Other Businesses

1) A R TEAM INC; NON-INVESTMENT RELATED; FOUR SEAGATE SUITE 400, TOLEDO, OH,43604; OTHER; PRESIDENT; 1/1/2014; 3 HR/MO; 0 HR/MO; CONTROL OF CHECKBOOK, REVIEW STATEMENTS, PAY BILLS, MAKE DEPOSITS, CHECK SIGNATORY AUTHORITY. 2) John Carlson's Insurance Agency; Insurance Agency; Investment-related; 829 Main St Evanston, IL 60202-1705; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 2/1/2008; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-07-06
S63 Uniform Securities Agent State Law Examination 2007-07-06
  • S65 Uniform Investment Adviser Law Examination
    2019-07-06
  • S63 Uniform Securities Agent State Law Examination
    2007-07-06

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Evanston, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor