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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
SD RA APPROVED 2023-11-02
IA RA APPROVED 2023-11-01
MN RA APPROVED 2023-11-01
WI RA APPROVED 2023-11-01
  • SD RA
    APPROVED
    Since 2023-11-02
  • IA RA
    APPROVED
    Since 2023-11-01
  • MN RA
    APPROVED
    Since 2023-11-01
  • WI RA
    APPROVED
    Since 2023-11-01

Branch Locations

6993 35Th St N, Oakdale, MN 55128 • 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
Chauncey Charlson Insurance Agency White Bear Lake MN 11/2012 12/2016
State Farm Vp Management Corp White Bear Lake MN 11/2012 12/2016
Chauncey Charlson Insurance Agency Cottage Grove MN 01/2017 09/2020
State Farm Vp Management Corp Cottage Grove MN 01/2017 09/2020
State Farm Investment Management Corp Cottage Grove MN 08/2018 06/2019
Chauncey Charlson Insurance Agency Oakdale MN 09/2020 Present
State Farm Investment Management Corp Oakdale MN 11/2023 Present
State Farm Vp Management Corp Oakdale MN 09/2020 Present
  • 11/2012 → 12/2016
    Chauncey Charlson Insurance Agency
    White Bear Lake, MN
  • 11/2012 → 12/2016
    State Farm Vp Management Corp
    White Bear Lake, MN
  • 01/2017 → 09/2020
    Chauncey Charlson Insurance Agency
    Cottage Grove, MN
  • 01/2017 → 09/2020
    State Farm Vp Management Corp
    Cottage Grove, MN
  • 08/2018 → 06/2019
    Cottage Grove, MN
  • 09/2020 → Present
    Chauncey Charlson Insurance Agency
    Oakdale, MN
  • 11/2023 → Present
    Oakdale, MN
  • 09/2020 → Present
    State Farm Vp Management Corp
    Oakdale, MN
Other Businesses

1) TEAM AFTON; NON-INVESTMENT RELATED; 6600 PELLER AVE S, HASTINGS, MN 55033; OTHER; SKI COACH/EMPLOYEE; 01-01-2010; 5 HRS/MO, 0 DURING TRADING HOURS; SKI COACH. 2) Hadley 5 LLC; non-investment related; 6993 35th St. n, Oakdale, Mn. 55128; investment or commercial property; partner; 1/1/2021; 1/1/2021; 2; 0; Maintenance, Admin, etc. 3) Chauncey Charlson's Insurance Agency; Insurance Agency; Investment-related; 6993 35th St N Oakdale, MN 55128-3144; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 11/01/2012; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-04-10
  • S63 Uniform Securities Agent State Law Examination
    2012-04-10
Designations

View on SEC IAPD

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