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Joseph Paul Mccollum

State Farm Investment Management Corp.

Sac City, IA

CRD 6546856

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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
IA RA APPROVED 2018-12-17
  • IA RA
    APPROVED
    Since 2018-12-17

Branch Locations

1420 W Main St, Sac City, IA 50583-1546 • 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 Management Corp Sac City IA 05/2016 Present
Joe Mccollum Insurance Agency Sac City IA 05/2016 Present
State Farm Investment Management Corp Sac City IA 08/2018 Present
  • 05/2016 → Present
    State Farm Vp Management Corp
    Sac City, IA
  • 05/2016 → Present
    Joe Mccollum Insurance Agency
    Sac City, IA
  • 08/2018 → Present
    Sac City, IA
Other Businesses

1) Joseph McCollum's Insurance Agency; Investment-related; 1420 W Main St Sac City, IA 50583-1546; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 05/01/2016; 80; 80; Service customers and supervise employees 2) Joe McCollum Office Building; investment-related; 1420 W Main St Sac City, IA 50583; Investment or Commercial Property; Owner; none; 4/1/2024; 10; 0; Duties: Privately held rental building 3) Rain & Hail, LLC; investment-related; 1420 W Main St Sac City, IA 50583; Other; Agent; none; 7/1/2024; 5; 5; Duties: Crop Insurance Sales and Services with Agri General serviced by Rain and Hail, LLC

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-13
S63 Uniform Securities Agent State Law Examination 2015-09-18
  • S65 Uniform Investment Adviser Law Examination
    2018-12-13
  • S63 Uniform Securities Agent State Law Examination
    2015-09-18
Other Names
  • Joe Mccollum
  • Joey Mccollum

View on SEC IAPD

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