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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:

Current Employers
State Farm Investment Management Corp.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-10-20
  • FL RA
    APPROVED
    Since 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

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
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
  • 06/2015 → 03/2017
    Metlife Securities
    Downers Grove, IL
  • 07/2016 → 04/2019
    Massachusetts Mutual Life Insurance Company
    Springfield, MA
  • 03/2017 → 04/2019
    Mml Investors Services, Llc
    Downers Grove, IL
  • 04/2019 → 02/2020
    Suntrust
    Winter Garden, FL
  • 05/2020 → Present
    Heather Thies Insurance Agency
    Clermont, FL
  • 01/2021 → Present
    State Farm Vp Management Corp
    Clermont, FL
  • 06/2023 → Present
    Heather Thies Insurance Agency
    Winter Garden, FL
  • 06/2023 → Present
    State Farm Vp Management Corp
    Winter Garden, FL
  • 10/2025 → Present
    Clermont, FL
  • 10/2025 → Present
    Winter Garden, FL
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-06
S63 Uniform Securities Agent State Law Examination 2015-12-22
  • S65 Uniform Investment Adviser Law Examination
    2025-10-06
  • S63 Uniform Securities Agent State Law Examination
    2015-12-22
Other Names
  • Michael James Bina
  • Mike Bina

View on SEC IAPD

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