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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
LA RA APPROVED 2023-01-24
  • LA RA
    APPROVED
    Since 2023-01-24

Branch Locations

5700 Citrus Blvd Ste A4, Harahan, LA 70123 • 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 Insurance Richardson TX 09/2016 01/2017
Barcley Steib Insurance Agency Harahan LA 01/2017 Present
State Farm V.P. Management Corp. Harahan LA 05/2018 Present
State Farm Investment Management Corp Harahan LA 01/2023 Present
  • 09/2016 → 01/2017
    State Farm Insurance
    Richardson, TX
  • 01/2017 → Present
    Barcley Steib Insurance Agency
    Harahan, LA
  • 05/2018 → Present
    State Farm V.P. Management Corp.
    Harahan, LA
  • 01/2023 → Present
    Harahan, LA
Other Businesses

1) E D White Catholic High School Consultative Board; non-investment-related; 555 Cardinal Drive Thibodaux LA 70301; I serve on the Committee for the school and was asked to begin serving as of Vice Chair eff September; 09/01/2020; director, vice president; 2;0 2) Barcley Steib's Insurance Agency; Insurance Agency; Investment-related; 5700 Citrus Blvd Ste A4 Harahan, LA 70123-8502; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 02/01/2017; 80; 80; Service customers and supervise employees 3) Jefferson Chamber of Commerce; non-investment-related; 3421 N Causeway Blvd Ste 203 Metairie, LA 70002; Association/Committee/Council; Board Member; none; 11162023; 5; 5; serve on the board and executive board for the Jefferson Chamber of Commerce effective Mid November 2023

Designations
  • Chartered Financial Consultant
Other Names
  • Barcley J Steib

View on SEC IAPD

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