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Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-02-27
AZ RA APPROVED 2023-08-17
CA RA APPROVED 2021-06-16
  • WI RA
    APPROVED
    Since 2026-02-27
  • AZ RA
    APPROVED
    Since 2023-08-17
  • CA RA
    APPROVED
    Since 2021-06-16

Branch Locations

29377 Rancho California Rd Ste 204, Temecula, CA 92591-5206 • 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
Independant Contrator - Business Consulting Superior CO 07/2016 03/2019
Lakeshore Athletic Club Superior CO 02/2017 07/2017
Sagepoint Financial, Inc. Beverly Hills CA 06/2018 10/2018
Client One Secrities Murrieta CA 03/2019 12/2020
State Farm Insurance Murrieta CA 12/2020 04/2021
Kathy Jurgensen Insurance Agency Murrieta CA 05/2021 Present
State Farm Vp Management Corp Murrieta CA 06/2021 Present
State Farm Investment Management Corp. Murrieta CA 06/2021 Present
  • 07/2016 → 03/2019
    Independant Contrator - Business Consulting
    Superior, CO
  • 02/2017 → 07/2017
    Lakeshore Athletic Club
    Superior, CO
  • 06/2018 → 10/2018
    Sagepoint Financial, Inc.
    Beverly Hills, CA
  • 03/2019 → 12/2020
    Client One Secrities
    Murrieta, CA
  • 12/2020 → 04/2021
    State Farm Insurance
    Murrieta, CA
  • 05/2021 → Present
    Kathy Jurgensen Insurance Agency
    Murrieta, CA
  • 06/2021 → Present
    State Farm Vp Management Corp
    Murrieta, CA
  • 06/2021 → Present
    Murrieta, CA
Previous Registrations
  • 2019-04-09 → 2020-12-11
    Beverly Hills, CA
    Overland Park, KS
    Overland Park, KS
    Murrieta, CA
  • 2018-06-28 → 2018-10-12
    Osaic Services, Inc.
    Beverly Hills, CA
    Beverly Hills, CA
    Red Wing, MN
  • 2013-04-29 → 2016-08-05
    Boulder, CO
    Boulder, CO
    Loveland, CO
Other Businesses

1) Kathy Jurgensen's Insurance Agency; Insurance Agency; Investment-related; 29377 Rancho California Rd Ste 204 Temecula, CA 92591-5206; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 05/01/2021; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-04-23
  • S66 Uniform Combined State Law Examination
    2013-04-23
Other Names
  • Kathy Kay Luckwaldt

View on SEC IAPD

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