David M St. Charles

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

• 02/2008 → Present
  State Farm Vp Management Corp
  Spring Hill, TN
• 02/2008 → Present
  David St. Charles Insurance Agency
  Spring Hill, TN
• 08/2018 → 06/2019
  State Farm Investment Management Corp
  Spring Hill, TN
• 03/2023 → Present
  State Farm Investment Management Corp
  Spring Hill, TN

Other Businesses

1) David St Charles's Insurance Agency; Insurance Agency; Investment-related; 5083 Main St Ste 4 Spring Hill, TN 37174-2773; Other; Owner; Agent; 2/1/2008; 80; 80; Service customers and supervise employees 2) Boys & Girls Club of South-Central Tennessee; Investment-related; 210 W 8th Street Columbia, TN 38401; Association/Committee/Council; Board Member; none; 01/01/2023; 4; 4; provide assistance to at risk youth in the middle TN area;

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-06
• S63 Uniform Securities Agent State Law Examination
  2007-06-21