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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 |
|---|---|---|---|
| IN | RA | APPROVED | 2025-11-06 |
| OH | RA | APPROVED | 2025-07-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brian Stephan Insurance Agency | Celina | OH | 01/2016 | Present |
| State Farm Vp Management Corp | Celina | OH | 01/2016 | Present |
| State Farm Investment Management Corp | Celina | OH | 05/2025 | Present |
1. Brian Stephan's Insurance Agency; Insurance Agency; Investment-related; 1005 Grand Lake Rd Ste 2 Celina, OH 45822-9390; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2016; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-12-05 |
| S65 | Uniform Investment Adviser Law Examination | 2025-07-05 |
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