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Frankz Karlz Jacobsen

State Farm Investment Management Corp.

Lenexa, KS

CRD 6012918

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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
NE RA APPROVED 2019-08-06
KS RA APPROVED 2019-08-05
MO RA APPROVED 2019-08-05
  • NE RA
    APPROVED
    Since 2019-08-06
  • KS RA
    APPROVED
    Since 2019-08-05
  • MO RA
    APPROVED
    Since 2019-08-05

Branch Locations

Lenexa, KS • 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 Insurance Lenexa KS 10/2013 Present
State Farm Vp Management Corp Lenexa KS 10/2013 Present
State Farm Investment Management Corp. Lenexa KS 08/2018 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-05
S63 Uniform Securities Agent State Law Examination 2012-04-02
  • S65 Uniform Investment Adviser Law Examination
    2019-08-05
  • S63 Uniform Securities Agent State Law Examination
    2012-04-02
Other Names
  • Frankz Karlz Jacobsen Gonzales

View on SEC IAPD

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