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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-20 |
Branch Locations
15835 Shaddock Dr Suite 150, Winter Garden, FL 34787 • United States
525 W Highway 50, Clermont, FL 34711 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities | Downers Grove | IL | 06/2015 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 04/2019 |
| Mml Investors Services, Llc | Downers Grove | IL | 03/2017 | 04/2019 |
| Suntrust | Winter Garden | FL | 04/2019 | 02/2020 |
| Heather Thies Insurance Agency | Clermont | FL | 05/2020 | Present |
| State Farm Vp Management Corp | Clermont | FL | 01/2021 | Present |
| Heather Thies Insurance Agency | Winter Garden | FL | 06/2023 | Present |
| State Farm Vp Management Corp | Winter Garden | FL | 06/2023 | Present |
| State Farm Investment Management Corp | Clermont | FL | 10/2025 | Present |
| State Farm Investment Management Corp | Winter Garden | FL | 10/2025 | Present |
1. Heather Thies's Insurance Agency; Insurance Agency; Investment-related; 525 W Highway 50 Clermont, FL 34711-3033; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 05/12/2020; 80; 80; Service customers
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-22 |
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