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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
IN RA APPROVED 2023-08-02
  • IN RA
    APPROVED
    Since 2023-08-02

Branch Locations

1907 N Lebanon St Suite C, Lebanon, IN 46052 • 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
Cory Shafer Farms Amboy IN 03/2008 Present
State Farm Insurance Lebanon IN 11/2012 Present
State Farm Vp Management Corp. Lebanon IN 11/2012 Present
State Farm Investment Management Corp Lebanon IN 08/2023 Present
  • 03/2008 → Present
    Cory Shafer Farms
    Amboy, IN
  • 11/2012 → Present
    State Farm Insurance
    Lebanon, IN
  • 11/2012 → Present
    State Farm Vp Management Corp.
    Lebanon, IN
  • 08/2023 → Present
    Lebanon, IN
Other Businesses

1) CORY SHAFER FARM; Investment-Related; 2210 Golfside Dr Lebanon, IN 46052; Investment or Commercial Property; FARM; PARTNER; 3/1/2008; 4 HR/MO; 0 HR/MO; MAINTAIN AND WORK LAND. 2) Cory Shafer's Insurance Agency; Insurance Agency; Investment-related; 1907 N Lebanon St Ste C Lebanon, IN 46052-1776; Other-Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/2012; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-01-05
  • S63 Uniform Securities Agent State Law Examination
    2012-01-05
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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