Adam Dennis Wiltsey

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2013 → 05/2019
  State Farm Vp Management Corp
  San Dimas, CA
• 07/2013 → 05/2019
  Adam Wiltsey Insurance Agency
  San Dimas, CA
• 10/2018 → 05/2019
  State Farm Investment Management Corp
  San Dimas, CA
• 05/2019 → 01/2022
  State Farm Investment Management Corp.
  Cheyenne, WY
• 05/2019 → 01/2022
  State Farm Vp Management Corp.
  Cheyenne, WY
• 05/2019 → 01/2022
  State Farm Insurance
  Cheyenne, WY
• 01/2022 → Present
  State Farm Insurance
  Kaysville, UT
• 01/2022 → Present
  State Farm Investment Management Corp.
  Kaysville, UT
• 01/2022 → Present
  State Farm Vp Management Corp.
  Kaysville, UT

Other Businesses

1) Elite Utah Valley Rentals LLC; Investment related; 91 N Morning Mist Ln Kaysville UT 84037; Investment or Commercial Property; Owner; President; 03/28/2023; 2; 0; Creation of an LLC solely for the purpose of owning/managing a personally owned rental property 2) ELITE RENTALS WY LLC; Investment related; 421 N MAIN ST, STE 100 Buffalo WY 82834; Investment or Commerical Property; Owner; President; 03/28/2023; 2; 0; Creation of an LLC solely for the purpose of owning/managing a personally owned rental property

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-12-14
• S63 Uniform Securities Agent State Law Examination
  2012-12-21

Designations

• Chartered Financial Consultant