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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 2025-07-01
MO RA APPROVED 2024-08-14
NE RA APPROVED 2024-02-27
IA RA APPROVED 2021-08-10
  • WI RA
    APPROVED
    Since 2025-07-01
  • MO RA
    APPROVED
    Since 2024-08-14
  • NE RA
    APPROVED
    Since 2024-02-27
  • IA RA
    APPROVED
    Since 2021-08-10

Branch Locations

501 North Ave Lower, Norwalk, IA 50211-1466 • 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
Sam Sorenson Insurance Agency Norwalk IA 01/2020 Present
State Farm Insurance Richardson TX 08/2019 12/2019
Chad Burtch Insurance Agency Iowa City IA 04/2017 07/2019
Pete Sorenson Farm Bureau Neola IA 06/2015 04/2017
State Farm Vp Management Corp. Norwalk IA 08/2020 Present
State Farm Investment Management Corp. Norwalk IA 08/2021 Present
  • 01/2020 → Present
    Sam Sorenson Insurance Agency
    Norwalk, IA
  • 08/2019 → 12/2019
    State Farm Insurance
    Richardson, TX
  • 04/2017 → 07/2019
    Chad Burtch Insurance Agency
    Iowa City, IA
  • 06/2015 → 04/2017
    Pete Sorenson Farm Bureau
    Neola, IA
  • 08/2020 → Present
    State Farm Vp Management Corp.
    Norwalk, IA
  • 08/2021 → Present
    Norwalk, IA
Other Businesses

1) Sam Sorenson's Insurance Agency; Investment-related; 501 North Ave Lowr Norwalk, IA 50211-1466; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2020; 80; 80; Service customers and supervise employees 2) Iowa Agency Re; non-investment; 250 W 1st St Suite F, Grimes, IA 50111; association/committee/council; board member; 9/20/2022; 1; 1; none. 3) Sorenson Rentals LLC; Investment related; 501 North Ave Norwalk IA 50211; Investment or Commercial Property; Owner; President; 08/01/2022; 1; 0; This LLC owns my office building as well as the residential unit above it. My intent is to purchase residential units in the future. 4) Sam Sorenson Farm Operation; 1743 Ashwood Ave Norwalk, IA 50211; Investment or Commercial Property; Owner; none; 12/01/2024; 1;0; Personal Held Real Estate

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-09
S63 Uniform Securities Agent State Law Examination 2020-12-09
  • S65 Uniform Investment Adviser Law Examination
    2021-08-09
  • S63 Uniform Securities Agent State Law Examination
    2020-12-09
Other Names
  • Sam Sorenson

View on SEC IAPD

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