Lori Vajdich

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

• 09/2011 → Present
  Lori Vajdich Insurance Agency
  Concord Township, OH
• 09/2011 → Present
  State Farm Vp Management Corp.
  Concord Township, OH
• 08/2021 → Present
  State Farm Investment Management Corp
  Concord Township, OH

Other Businesses

1) Little Mountain Homeowners Association; non-investment-related; 10725 Pine Valley Circle, Concord TWP, OH 44077; Association/Committee/Council; board member; 9/29/2021; 10; 2; Discuss rules, participate in association meetings, adhere to association guidelines. 2) Lori Vajdich's Insurance Agency; Insurance Agency; Investment-related; 9930 Johnnycake Ridge Rd Ste 6B Mentor, OH 44060-6766; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 11/01/2008; 80; 80; Service customers and supervise employees 3) Lori and Carl Vajdich - Property #1 (personally Held Real Estate); investment-related; 6447 Holiday Valley Rd Unit# 431-5 Ellicottville, NY 14731; Investment or Commercial Property; Owner; None;01/01/2025;1;1; rental / lease income

Designations

• Chartered Financial Consultant

Other Names

• Lori Danel D'AGnese