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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 | 2023-08-21 |
| IA | RA | APPROVED | 2023-08-21 |
| MI | RA | APPROVED | 2023-08-21 |
| MN | RA | APPROVED | 2023-08-21 |
| WI | RA | APPROVED | 2023-08-21 |
Branch Locations
156 W James St, Columbus, WI 53925 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Liberty Mutual Insurance | Madison | WI | 08/2016 | 10/2017 |
| Nate Ladsten Insurance Agency | Cottage Grove | WI | 10/2017 | 02/2018 |
| State Farm Insurance | Bloomington | IL | 02/2018 | 07/2018 |
| Dave Maylone Insurance Agency | Columbus | WI | 07/2018 | Present |
| State Farm Vp Management Corp | Columbus | WI | 08/2018 | Present |
| State Farm Investment Management Corp | Columbus | WI | 08/2023 | Present |
1) ADM PROPERTIES, LLC; INVESTMENT-RELATED; 156 W. James St. Columbus WI 53925; Investment or Commercial Property; 50% PARTNER W/WIFE; SINCE 6/30/2018; 2-HOURS PER MONTH DEVOTED; None, Help organize the annual recognition event. No changes to responsibilities or time commitment, just now have the title "President." 2) Columbus Area Endowment; non-investment-related; PO Box 423, Columbus, WI 53925; Non-Profit Community Foundation; Board Member; President; 02/14/2023; 2; 0; The Columbus Area Endowment has partnered with Madison Community Foundation (MCF), MCF decides investment activity, I am not involved in any investment, banking, or insurance related decisions. I would be a member of the board that is involved with making the grant decisions. 3) BNI Online; non-investment-related; 348 Napolean Rd, Michigan Center, WI 49254; Networking group; secretary; 6/1/2022; 4; 0; Run Zoom meetings, no other changes. 4) State Farm Agent Team Member Hall of Fame; non-investment-related; 250 E Wisconsin Ave Ste 1510 Milwaukee, WI 53202; other; president; 1/1/2021; 0; 0; No changes to responsibilities or time commitment, just now have the title "President." 5) David Maylone's Insurance Agency; Investment-related; 156 W James St Columbus, WI 53925-1569; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 07/01/2018; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-01-21 |
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