Sara Elizabeth Schultze

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

Authority	Category	Status	Date
MD	RA	APPROVED	2021-12-09
VA	RA	APPROVED	2021-12-09

MD RA
APPROVED

Since 2021-12-09
VA RA
APPROVED

Since 2021-12-09

Branch Locations

Henrico, VA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Sara Schultze Insurance Agency	Highland	MD	11/2011	02/2020
State Farm Vp Management Corp	Highland	MD	11/2011	01/2018
State Farm Vp Management Corp	Highland	MD	03/2019	02/2020
State Farm Vp Management Corp	Ellicott City	MD	03/2020	09/2020
State Farm Insurance	Ellicott City	MD	03/2020	09/2020
State Farm Vp Management Corp	Richmond	VA	10/2020	12/2020
State Farm Insurance	Richmond	VA	10/2020	12/2020
State Farm Vp Management Corp	Henrico	VA	12/2020	Present
State Farm Insurance	Henrico	VA	12/2020	Present
State Farm Investment Management Corp	Henrico	VA	12/2021	Present

11/2011 → 02/2020

Sara Schultze Insurance Agency

Highland, MD
11/2011 → 01/2018

State Farm Vp Management Corp

Highland, MD
03/2019 → 02/2020

State Farm Vp Management Corp

Highland, MD
03/2020 → 09/2020

State Farm Vp Management Corp

Ellicott City, MD
03/2020 → 09/2020

State Farm Insurance

Ellicott City, MD
10/2020 → 12/2020

State Farm Vp Management Corp

Richmond, VA
10/2020 → 12/2020

State Farm Insurance

Richmond, VA
12/2020 → Present

State Farm Vp Management Corp

Henrico, VA
12/2020 → Present

State Farm Insurance

Henrico, VA
12/2021 → Present

State Farm Investment Management Corp

Henrico, VA

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2020-09-14

S63 Uniform Securities Agent State Law Examination

2020-09-14

Designations

Chartered Financial Consultant

View on SEC IAPD