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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
TX RA APPROVED_RES 2026-02-10
WI RA APPROVED 2023-07-03
IN RA APPROVED 2023-06-30
OH RA APPROVED 2023-06-29
MI RA APPROVED 2019-11-14
  • TX RA
    APPROVED_RES
    Since 2026-02-10
  • WI RA
    APPROVED
    Since 2023-07-03
  • IN RA
    APPROVED
    Since 2023-06-30
  • OH RA
    APPROVED
    Since 2023-06-29
  • MI RA
    APPROVED
    Since 2019-11-14

Branch Locations

Mason, MI • United States

111 N Hickory St, Owosso, MI 48867-3015 • United States

12900 S. Us 27 Suite 1A, Dewitt, MI 48820 • United States

1033 S Us 27, Saint Johns, MI 48879 • 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
Al Shattuck Insurance Agency Owosso MI 12/2012 Present
State Farm Vp Management Corp Owosso MI 12/2012 Present
Al Shattuck Insurance Agency Dewitt MI 08/2018 Present
State Farm Vp Management Corp. Dewitt MI 08/2018 Present
State Farm Investment Management Corp Dewitt MI 11/2019 Present
Al Shattuck Insurance Agency Saint Johns MI 08/2020 Present
State Farm Vp Management Corp Saint Johns MI 08/2020 Present
State Farm Investment Management Corp Saint Johns MI 08/2020 Present
State Farm Investment Management Corp Owosso MI 11/2019 Present
  • 12/2012 → Present
    Al Shattuck Insurance Agency
    Owosso, MI
  • 12/2012 → Present
    State Farm Vp Management Corp
    Owosso, MI
  • 08/2018 → Present
    Al Shattuck Insurance Agency
    Dewitt, MI
  • 08/2018 → Present
    State Farm Vp Management Corp.
    Dewitt, MI
  • 11/2019 → Present
    Dewitt, MI
  • 08/2020 → Present
    Al Shattuck Insurance Agency
    Saint Johns, MI
  • 08/2020 → Present
    State Farm Vp Management Corp
    Saint Johns, MI
  • 08/2020 → Present
    Saint Johns, MI
  • 11/2019 → Present
    Owosso, MI
Other Businesses

1) Shattuck Property Group, LLC; non-investment-related; 1137 N MERIDIAN RD, Mason, MI 48867; REAL ESTATE; owner 100%; 5/1/17; landlord, passive for the most part, limited property management- respond and delegate ; 2 hrs./mo.; 0 hrs./mo. 2) Alexander Shattuck's Insurance Agency; Insurance Agency; Investment-related; 111 N Hickory St Owosso, MI 48867-3015; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/2012; 80; 80; Service customers and supervise employees 3) Autopilot Recruiting; Non-Investment-related; 1137 N. Meridian Rd, Mason, MI 48854; business dev. coaching; owner; 9/1/2021; 4; 3; speaking, recruiting, writing.(renaming & update for Complacency Kills)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-10-31
S63 Uniform Securities Agent State Law Examination 2012-05-21
  • S65 Uniform Investment Adviser Law Examination
    2019-10-31
  • S63 Uniform Securities Agent State Law Examination
    2012-05-21
Other Names
  • Al Shattuck
  • Alex Shattuck

View on SEC IAPD

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