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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2024-09-30 |
| WI | RA | APPROVED | 2024-09-30 |
| MN | RA | APPROVED | 2023-01-27 |
| IA | RA | APPROVED | 2021-09-23 |
Branch Locations
3030 Asbury Rd 3,, Dubuque, IA 52001 • United States
112 W Platt St, Maquoketa, IA 52060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp | Dubuque | IA | 06/2007 | Present |
| Rachel Davis Insurance Agency | Dubuque | IA | 01/2008 | Present |
| State Farm Investment Management Corp | Dubuque | IA | 09/2018 | 06/2019 |
| State Farm Investment Management Corp | Dubuque | IA | 09/2021 | Present |
| State Farm Investment Management Corp | Maquoketa | IA | 06/2024 | Present |
| Rachel Davis Insurance Agency | Maquoketa | IA | 06/2024 | Present |
| State Farm Vp Management Corp | Maquoketa | IA | 06/2024 | Present |
1) Rachel Davis' Insurance Agency; Insurance Agency; Investment-related; 3030 Asbury Rd Dubuque IA 52001 and 112 W Platt St Maquoketa IA 52060; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 1/1/2008; 80; 80; Service customers and supervise employees.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-07-13 |
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