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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:

Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-06-27
  • PA RA
    APPROVED
    Since 2023-06-27

Branch Locations

4284 Wm Flynn Hwy Suite 303, Allison Park, PA 15101 • 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
State Farm Vp Management Corp Allison Park PA 10/2011 Present
Kevin Slogick Insurance Agency Allison Park PA 10/2011 Present
State Farm Investment Management Corp Allison Park PA 06/2023 Present
  • 10/2011 → Present
    State Farm Vp Management Corp
    Allison Park, PA
  • 10/2011 → Present
    Kevin Slogick Insurance Agency
    Allison Park, PA
  • 06/2023 → Present
    Allison Park, PA
Other Businesses

1) Assisted Goals; non-investment related; 500 Terry Francisco St. CA 94158; Assisted Goals Foundation is a startup non-profit organization that is designed to help provide a reprieve from the accessibility gap that exists in the rising costs of youth hockey; Board Member; My role on the board is a parent representative. As a hockey parent I am there to provide a point of view and represent their concerns and pain points associated with youth hockey; 5;0. 2) Kevin Slogick's Insurance Agency; Insurance Agency; Investment-related; 4284 Wm Flynn Hwy Ste 303 Allison Park, PA 15101-1440; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 10/01/2011; 80; 80; Service customers and supervise employees. 3) AM Spirit; non-investment-related; 85 Charity Pl, Valencia, PA 16059; Other; Independent Contractor; None; 02/26/2025; 4;0; Other duties.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-21
S63 Uniform Securities Agent State Law Examination 2011-04-06
  • S65 Uniform Investment Adviser Law Examination
    2023-06-21
  • S63 Uniform Securities Agent State Law Examination
    2011-04-06

View on SEC IAPD

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