Joel Philip Kruschwitz

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

• 07/2010 → Present
  State Farm Vp Management Corp
  Aurora, CO
• 01/2011 → Present
  Joel Kruschwitz Insurance Agency
  Aurora, CO
• 08/2025 → Present
  State Farm Investment Management Corp
  Aurora, CO

Previous Registrations

• 2008-08-07 → 2010-06-15
  Wells Fargo Investments, Llc
  Denver, CO

Other Businesses

1) Vista King Partners LLC; investment related; 15655 E Prentice Lane, Centennial, CO 80015; Investment or commercial property; Partner; 12/1/19; 0; 0; none. (2) Schooley Mitchell; non-investment; 15762 E. Crestridge cir, Centennial, Co 80015; Service Industry; owner; 3/1/2021; 20; 20; none. (3) Joel Kruschwitz's Insurance Agency; Insurance Agency; Investment-related; 9801 E Colfax Ave Ste 108 Aurora, CO 80010-2155; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2011; 80; 80; Service customers and supervise employees (4) Akron Properties, LLC; Investment-Related; 15762 E Crestridge Cir, Centennial, CO 80015; Investment or Commercial property; owner; 4/16/2021; 2; 0; none.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-08-04
• S66 Uniform Combined State Law Examination
  2008-08-06

Other Names

• Joel Kruschwitz