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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-02-23 |
| SD | RA | APPROVED | 2019-11-22 |
| NE | RA | APPROVED | 2019-02-27 |
| IA | RA | APPROVED | 2019-02-26 |
| MN | RA | APPROVED | 2019-02-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp. | Spirit Lake | IA | 05/2008 | Present |
| Scott Trautman Insurance Agency | Spirit Lake | IA | 08/2008 | Present |
| Scott Trautman Insurance Agency | Specner | IA | 01/2016 | 10/2017 |
| State Farm Vp Management Corp | Specner | IA | 01/2016 | 10/2017 |
| State Farm Investment Management Corp | Spirit Lake | IA | 08/2018 | Present |
| Scott Trautman Insurance Agency | Sheldon | IA | 04/2022 | 01/2023 |
| State Farm Vp Management Corp | Sheldon | IA | 04/2022 | 01/2023 |
1) Scott Trautman's Insurance Agency; Insurance Agency; Investment-related; 3605 Highway 71 Spirit Lake, IA 51360-7298; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 08/01/2008; 80; 80; Service customers and supervise employees. 2) Spirit Lake Community Schools; NOT investment-related; 900 20th Street, Spirit Lake, IA 51360; Education; Member; Director; 10/1/2013; 10; 0; vote on investing in CDs/MM Accounts (bank products), lending/borrowing activities, discuss or advise on benefit plans for the organization.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-25 |
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