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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
WI RA APPROVED 2022-11-07
ND RA APPROVED 2022-06-06
MN RA APPROVED 2022-06-03
  • WI RA
    APPROVED
    Since 2022-11-07
  • ND RA
    APPROVED
    Since 2022-06-06
  • MN RA
    APPROVED
    Since 2022-06-03

Branch Locations

234 Central Ave Long Prairie, Mn 56347, Long Prairie, MN 56347 • 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
Kendra Delage Insurance Agency Long Prairie MN 10/1993 Present
State Farm Vp Management Corp. Long Prairie MN 03/1998 Present
State Farm Investment Management Corp. Long Prairie MN 03/2019 09/2019
State Farm Investment Management Corp. Long Prairie MN 06/2022 Present
Other Businesses

1) Kendra DeLage's Insurance Agency; Insurance Agency; Investment-related; 234 Central Ave Long Prairie, MN 56347-1303; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 10/01/1991; 80; 80; Service customers and supervise employees. 2) Rotary International; Non-investment-related; 20 6th Street NE, Long Prairie, MN 56347; Membership/Civic/Fraternal Organization; Member; Chairman; 7/1/2008; 80; 0; management of scholarship program. 3. Long Prairie Combined Fund; Non-investment-related; 20 6th St NE Long Prairie MN 56347; Other, Officer; President; 06/12/2023; 10; 0;Pay bills/Co-Signor on checking account, Contact person to receive public requests for support, conduct quarterly board meetings, actively participate as a volunteer in local events that benefit the community of long prairie and surrounding area, This organization regularly receives federal grants for the local food shelves in Long Prairie, Browerville and Staples, Minnesota. They also do some local fundraising for specific community needs. There are no salaries or paid positions. This is 100% volunteer driven with all collected funds distributed according to its intended purposes at the point of receipt.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-11-20
  • S63 Uniform Securities Agent State Law Examination
    1998-11-20
Designations
  • Chartered Financial Consultant
Other Names
  • Kendra Peffer
  • Kendra Nelson
  • Kendra Burkle

View on SEC IAPD

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