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Current Employers
State Farm Investment Management Corp.

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2023-09-15
SD RA APPROVED 2023-06-26
KS RA APPROVED 2023-06-21
NE RA APPROVED 2023-06-21
  • IA RA
    APPROVED
    Since 2023-09-15
  • SD RA
    APPROVED
    Since 2023-06-26
  • KS RA
    APPROVED
    Since 2023-06-21
  • NE RA
    APPROVED
    Since 2023-06-21

Branch Locations

1116 2Nd St, St Paul, NE 68873 • United States

3310 W Capital Ave, Grand Island, NE 68803 • 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. Grand Island NE 05/2011 Present
Lisa Willman Insurance Agency Grand Island NE 01/2012 Present
State Farm Investment Management Corp Grand Island NE 06/2023 Present
State Farm Investment Management Corp St Paul NE 05/2025 Present
Lisa Willman Insurance Agency St Paul NE 05/2025 Present
State Farm Vp Management Corp. St Paul NE 05/2025 Present
  • 05/2011 → Present
    State Farm Vp Management Corp.
    Grand Island, NE
  • 01/2012 → Present
    Lisa Willman Insurance Agency
    Grand Island, NE
  • 06/2023 → Present
    Grand Island, NE
  • 05/2025 → Present
    St Paul, NE
  • 05/2025 → Present
    Lisa Willman Insurance Agency
    St Paul, NE
  • 05/2025 → Present
    State Farm Vp Management Corp.
    St Paul, NE
Other Businesses

1) Lisa Willman's Insurance Agency; Insurance Agency; Investment-related; 3310 W Capital Ave Grand Island, NE 68803-1333; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2012; 80; 80; Service customers and supervise employees. 2) Grace Foundation Inc.; non-investment-related; 3310 W. Capital Ave., Grand Island, NE 68803; Membership/Civic/Fraternal Organization; Member; President; 1/1/2014; 10; 0; 501c3 paperwork filing.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-15
S63 Uniform Securities Agent State Law Examination 2011-06-14
  • S65 Uniform Investment Adviser Law Examination
    2023-06-15
  • S63 Uniform Securities Agent State Law Examination
    2011-06-14
Other Names
  • Lisa Dale
  • Lisa Willman

View on SEC IAPD

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