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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-05-13 |
| NY | RA | APPROVED | 2022-05-11 |
| PA | RA | APPROVED | 2022-05-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scott Klar Insurance Agency | Matawan | NJ | 01/2014 | Present |
| State Farm Vp Management Corp | Matawan | NJ | 01/2014 | Present |
| State Farm Investment Management Corp | Matawan | NJ | 08/2018 | 06/2019 |
| Scott Klar Insurance Agency | Matawan | NJ | 01/2022 | Present |
| State Farm Investment Management Corp | Matawan | NJ | 05/2022 | Present |
1) Scott Klar's Insurance Agency; Insurance Agency; Investment-related; 64 State Hwy No 79 Hwy Matawan Boro, NJ 07747-3382; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2014; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-13 |
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