Courtney Marie Steele

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

Authority	Category	Status	Date
TX	RA	APPROVED	2025-09-24

TX RA
APPROVED

Since 2025-09-24

Branch Locations

Richmond, TX • United States

9235 Katy Pkwy Suite 340, Houston, TX 77024 • 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

Organization	City	State	From	To
State Farm Vp Management Corp	Houston	TX	01/2015	Present
Courtney Clay Insurance Agency	Houston	TX	03/2015	Present
State Farm Investment Management Corp	Houston	TX	08/2018	06/2019
State Farm Investment Management Corp	Houston	TX	09/2025	Present

01/2015 → Present

State Farm Vp Management Corp

Houston, TX
03/2015 → Present

Courtney Clay Insurance Agency

Houston, TX
08/2018 → 06/2019

State Farm Investment Management Corp

Houston, TX
09/2025 → Present

State Farm Investment Management Corp

Houston, TX

Other Businesses

1) Courtney Steele's Insurance Agency; Insurance Agency; Investment-related; 9235 Katy Fwy Ste 340 Houston, TX 77024-1534; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 03/01/2015; 80; 80; Service customers and supervise employees

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2013-04-06

S63 Uniform Securities Agent State Law Examination

2013-04-06

Designations

Chartered Financial Consultant

Other Names

Courtney Marie Clay

View on SEC IAPD