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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2023-05-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Michael Lucas Insurance Agency | North Aurora | IL | 03/2013 | Present |
| State Farm Vp Management Corp | North Aurora | IL | 03/2013 | Present |
| Michael Lucas Insurance Agency | Morris | IL | 01/2020 | Present |
| State Farm Vp Management Corp | Morris | IL | 01/2020 | Present |
| State Farm Investment Management Corp | Morris | IL | 05/2023 | Present |
| State Farm Investment Management Corp | North Aurora | IL | 05/2023 | Present |
1) MOL, LLC; Investment-Related; 2942 E Hickory Lane, Marseilles, IL 61341; Investment or Commercial Property; partner; 7/23/2018; 2; 0; Plan to lease two units within the building in March 2022. 2) Michael Lucas's Insurance Agency; Insurance Agency; Investment-related; 821 W Illinois Ave Aurora, IL 60506-2831; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 03/01/2013; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-07 |
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