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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
OR RA APPROVED 2023-05-16
ID RA APPROVED 2023-04-28
WA RA APPROVED 2023-04-28
  • OR RA
    APPROVED
    Since 2023-05-16
  • ID RA
    APPROVED
    Since 2023-04-28
  • WA RA
    APPROVED
    Since 2023-04-28

Branch Locations

13817 E Sprague Ave Suite 8, Spokane Valley, WA 99216 • 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 Spokane Valley WA 05/2018 Present
Krina Mallgren Insurance Agency Spokane Valley WA 10/2016 Present
State Farm Insurance Spokane Valley WA 06/2016 09/2016
State Farm Investment Management Corp Spokane Valley WA 11/2018 06/2019
State Farm Investment Management Corp Spokane Valley WA 04/2023 Present
Other Businesses

1) Krina Mallgren's Insurance Agency; Investment-related; 13817 E Sprague Ave Ste 8 Spokane Vly, WA 99216-2120; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 10/01/2016; 80; 80; Service customers and supervise employees 2) Jack and the Bean Shop; Non-investment-related; 4707 N Harvard Rd #3, Otis Orchards, WA 99027; Service Industry; Owner; President; 06/15/2022; 40; 20; Managing the shop. 3) WATeam Member Hall of Fame; Non-investment-related; 13817 E Sprague Ave Suite 8 Spokane Valley, WA 99216; Other; Board Member; none; 03/04/2024; 6; 0; Duties. 4) Scenic Bay LLC; Investment-Related; 34107 N Scenic Bay A Dock Bayview, ID 83803; Investment or Commercial Property; Owner; None; 02/28/2025; 10; 8; Oversight of the short-term rental tenants and management of the property.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-14
S63 Uniform Securities Agent State Law Examination 2016-03-04
  • S65 Uniform Investment Adviser Law Examination
    2023-04-14
  • S63 Uniform Securities Agent State Law Examination
    2016-03-04
Other Names
  • Krina Marie Kaiser

View on SEC IAPD

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