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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 2025-11-17
MI RA APPROVED 2025-01-01
  • FL RA
    APPROVED
    Since 2025-11-17
  • MI RA
    APPROVED
    Since 2025-01-01

Branch Locations

Sebring, FL • United States

5005 E 14 Mile Rd. Ste, 100, Sterling Heights, MI 48310 • 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
State Farm Vp Managment Corp Sterling Heights MI 12/2007 Present
Colleen Kerner Insurance Agency Sterling Heights MI 12/2007 Present
State Farm Investment Management Corp Sterling Heights MI 09/2018 06/2019
State Farm Investment Management Corp Sterling Heights MI 08/2022 Present
Other Businesses

1) Colleen Kerner's Insurance Agency; Insurance Agency; Investment-related; 5005 E 14 Mile Rd Ste 100 Sterling Hts, MI 48310-6533; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/2007; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-08-11
  • S63 Uniform Securities Agent State Law Examination
    2007-08-11
Designations
  • Chartered Financial Consultant
Other Names
  • Colleen Ann Callow
  • Colleen Ann Callow

View on SEC IAPD

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