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State Farm Investment Management Corp. CRD 3487
$12.9B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2018-11-17 |
Branch Locations
6189 Lake Michigan Dr, Allendale, MI 49401 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp | Midland | MI | 05/2015 | 11/2024 |
| State Farm Insurance | Midland | MI | 05/2015 | 11/2024 |
| State Farm Investment Management Corp. | Midland | MI | 08/2018 | 11/2024 |
| Josh Harris' Insurance Agency | Allendale | MI | 11/2024 | Present |
| State Farm Vp Management Corp | Allendale | MI | 11/2024 | Present |
| State Farm Investment Management Corp | Allendale | MI | 11/2024 | Present |
1) Josh Harris's Insurance Agency; Investment-related; 6189 Lake Michigan Dr Allendale, MI 49401; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 11/1/2024; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2012-06-21 |
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