Shawn Ryan Dunn

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
OK	RA	APPROVED	2024-11-18
TX	RA	APPROVED	2022-08-01

OK RA
APPROVED

Since 2024-11-18
TX RA
APPROVED

Since 2022-08-01

Branch Locations

151 Dr Roper Pkwy N Suite 1000, Bullard, TX 75757 • United States

Tyler, TX • 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
Shawn Dunn Insurance Agency	Bullard	TX	05/2014	Present
State Farm Vp Management Corp	Bullard	TX	05/2014	05/2020
State Farm Vp Management Corp	Bullard	TX	05/2022	Present
State Farm Investment Management Corp	Bullard	TX	07/2022	Present

05/2014 → Present

Shawn Dunn Insurance Agency

Bullard, TX
05/2014 → 05/2020

State Farm Vp Management Corp

Bullard, TX
05/2022 → Present

State Farm Vp Management Corp

Bullard, TX
07/2022 → Present

State Farm Investment Management Corp

Bullard, TX

Other Businesses

1) Shawn Dunn's Insurance Agency; Investment-related; 151 Doctor M Roper Pkwy Ste 1000 Bullard, TX 75757; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 05/01/2014; 80; 80; Service customers and supervise employees 2) Jackson for Judge; Non-investment-related; 1619 S Chilton, Tyler, TX 75701; Public Service; Other position; Treasurer; 09/06/2019; 0; 0; No duties. "Treasurer" is a name holder on this campaign. I do not fundraise, handle funds or anything. 3) Champions for Children; non-investment-related; 4883 Hightech Drive Tyler TX 75703; association/committee/council; Director (includes sitting on Board of Directors); Treasurer; 05/01/2023; 2; 1; Member of a Finance Committee, Vote on investing in CD's or Money Market Accounts (bank products), Lending/Borrowing Activities, In your role, provide financial advice to a committee or board, in your role, discuss or advise on benefit plans for the organization, review bank statements, pay bills/co-signor on checking account 4) Core Insights; Non-investment-related; 1510 E Grande Blvd Tyler TX 75703; Leadership Development; Independent Contractor; None; 04/05/2023; 2; 2; Core Insights is a leadership development company that specializes in creating transformational experiences for businesses, nonprofits, and individuals

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2011-07-25

S63 Uniform Securities Agent State Law Examination

2011-07-25

Designations

Chartered Financial Consultant

View on SEC IAPD