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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-03-01 |
| MN | RA | APPROVED | 2024-03-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jeffrey Haupts Insurance Agency | Fort Dodge | IA | 05/2014 | Present |
| State Farm Vp Management Corp | Fort Dodge | IA | 05/2014 | Present |
| State Farm Investment Management Corp. | Fort Dodge | IA | 08/2018 | 06/2019 |
| Jeffrey Haupts Insurance Agency | Eagle Grove | IA | 05/2022 | Present |
| State Farm Vp Management Corp | Eagle Grove | IA | 05/2022 | Present |
| State Farm Investment Management Corp | Eagle Grove | IA | 03/2024 | Present |
| State Farm Investment Management Corp | Fort Dodge | IA | 03/2024 | Present |
1) Jeffrey Haupts's Insurance Agency; Insurance Agency; Investment-related; 116 N 15th St Fort Dodge, IA 50501-4212; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 05/01/2014; 80; 80; Service customers and supervise employees 2) Sun Management, LLC; Investment-related; 118 Country Club Dr Fort Dodge IA 50501; Investment or Commerical Property; Owner; President; 05/11/2023; 5; 3; Purchase and management of rental property.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-04-23 |
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