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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2025-10-17 |
Branch Locations
6750 Kalamazoo Ave Se Ste A, Grand Rapids, MI 49508 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brett Younce Insurance Agency | Grand Rapids | MI | 01/2012 | Present |
| State Farm Vp Management Corp. | Grand Rapids | MI | 01/2012 | Present |
| State Farm Investment Management Corp. | Grand Rapids | MI | 04/2025 | Present |
1. Brett Younce's Insurance Agency; Insurance Agency; Investment-related; 6750 Kalamazoo Ave SE Ste A Grand Rapids, MI 49508-7897; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2012; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-16 |
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