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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
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
  • IL RA
    APPROVED
    Since 2023-08-21
  • IA RA
    APPROVED
    Since 2023-08-21
  • MI RA
    APPROVED
    Since 2023-08-21
  • MN RA
    APPROVED
    Since 2023-08-21
  • WI RA
    APPROVED
    Since 2023-08-21

Branch Locations

Lowell, MI • United States

156 W James St, Columbus, WI 53925 • 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
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
  • 08/2016 → 10/2017
    Liberty Mutual Insurance
    Madison, WI
  • 10/2017 → 02/2018
    Nate Ladsten Insurance Agency
    Cottage Grove, WI
  • 02/2018 → 07/2018
    State Farm Insurance
    Bloomington, IL
  • 07/2018 → Present
    Dave Maylone Insurance Agency
    Columbus, WI
  • 08/2018 → Present
    State Farm Vp Management Corp
    Columbus, WI
  • 08/2023 → Present
    Columbus, WI
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-01-21
  • S63 Uniform Securities Agent State Law Examination
    2013-01-21
Designations
  • Chartered Financial Consultant
Other Names
  • David Gordan Maylone

View on SEC IAPD

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