Chad Sokolowski

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 → 01/2020
  State Farm Vp Management Corp.
  Medina, OH
• 04/2013 → 11/2016
  State Farm Insurance
  Medina, OH
• 11/2016 → 01/2020
  State Farm Insurance
  Medina, OH
• 08/2018 → 01/2020
  State Farm Investment Management Corp
  Medina, OH
• 02/2020 → Present
  State Farm Investment Management Corp
  Fairlawn, OH
• 02/2020 → Present
  Chad Sokolowski Insurance Agency
  Fairlawn, OH
• 02/2020 → Present
  State Farm Vp Management Corp
  Fairlawn, OH

Other Businesses

1) Richard Sokolowski's Insurance Agency; Insurance Agency; Investment-related; 3631 Brookwall Dr Ste 203 Fairlawn, OH 44333-3098; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 2/1/2020; 80; 80; Service customers and supervise employees. 2) Medina City Schools; non-investment-related; 140 W Washington St Medina OH 44256; education; other; other; 10/18/2022; 40; 16; Head Football Coach for 7th Grade. 3) Richard Chad Properties LLC; Investment-related; 331 W Washington St Apt 6 Medina, OH 44256; Investment or Commercial Property; Owner/President; 03/22/2024; 2; 0; Real Estate LLC containing single rental unit. 4) AI Integrated; Non-Investment-related; 331 W Washington Street - Apt 6 Medina, OH 44256; Education; Owner/President; 10/08/2024; 5; 0; Artificial Intelligence consultative training for educators, business professionals, and the general public.

Designations

• Chartered Financial Consultant

Other Names

• Richard Chad Sokolowski