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
CT RA APPROVED 2025-04-29
OH RA APPROVED 2024-11-14
MI RA APPROVED 2023-09-25
  • CT RA
    APPROVED
    Since 2025-04-29
  • OH RA
    APPROVED
    Since 2024-11-14
  • MI RA
    APPROVED
    Since 2023-09-25

Branch Locations

4072 Packard, Ann Arbor, MI 48108 • 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
Lisa Rich Insurance Agency Sterling Heights MI 12/2007 06/2018
State Farm Vp Management Corp. Sterling Heights MI 05/2018 06/2018
State Farm Vp Management Corp. Beachwood OH 07/2018 05/2019
State Farm Insurance Beachwood OH 07/2018 05/2019
State Farm Investment Management Corp. Beachwood OH 08/2018 05/2019
State Farm Vp Management Corp. Ypsilanti MI 06/2019 08/2023
Lisa Rich Insurance Agency Ypsilanti MI 06/2019 08/2023
Lisa Rich Insurance Agency Ann Arbor MI 08/2023 Present
State Farm Vp Management Corp. Ann Arbor MI 08/2023 Present
State Farm Investment Management Corp Ann Arbor MI 09/2023 Present
  • 12/2007 → 06/2018
    Lisa Rich Insurance Agency
    Sterling Heights, MI
  • 05/2018 → 06/2018
    State Farm Vp Management Corp.
    Sterling Heights, MI
  • 07/2018 → 05/2019
    State Farm Vp Management Corp.
    Beachwood, OH
  • 07/2018 → 05/2019
    State Farm Insurance
    Beachwood, OH
  • 08/2018 → 05/2019
    Beachwood, OH
  • 06/2019 → 08/2023
    State Farm Vp Management Corp.
    Ypsilanti, MI
  • 06/2019 → 08/2023
    Lisa Rich Insurance Agency
    Ypsilanti, MI
  • 08/2023 → Present
    Lisa Rich Insurance Agency
    Ann Arbor, MI
  • 08/2023 → Present
    State Farm Vp Management Corp.
    Ann Arbor, MI
  • 09/2023 → Present
    Ann Arbor, MI
Previous Registrations
Other Businesses

1) Lisa Rich's Insurance Agency; Insurance Agency; Investment-related; 4072 Packard Ann Arbor, MI 48108; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 5/1/2019; 80; 80; Service customers and supervise employees. 2) Wellington Holding LLC; investment-related; 19750 Cheyenne, Detroit, MI 48235; Commercial Property; Partner/Vice President; 11/01/2024; 10;2; locate properties, advise on rehabilitation and Plan to purchase homes, renovate and sell. 3) Blue Sage Enterprises LLC; investment-related; 2676 Calloway Ct Canton MI 48188; Investment or Commercial Property; Owner; President; 07/08/2025; 20;3; rehab and lease or sell.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-05-22
  • S63 Uniform Securities Agent State Law Examination
    2019-05-22
Designations
Other Names
  • Lisa Lynette White
  • Lisa Rich

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Ann Arbor, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor