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Current Employers
State Farm Investment Management Corp.

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-04-27
  • MI RA
    APPROVED
    Since 2023-04-27

Branch Locations

4644 West Main St, Kalamazoo, MI 49006 • United States

Kalamazoo, MI • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Lance Greer Insurance Agency Richland MI 10/2014 04/2017
State Farm Insurance Kalamazoo MI 04/2017 08/2017
Kory Wagonmaker Insurance Agency Kalamazoo MI 09/2017 Present
State Farm Vp Management Corp. Kalamazoo ME 08/2018 07/2019
State Farm Vp Management Corp Kalamazoo MI 07/2021 Present
State Farm Investment Management Corp Kalamazoo MI 04/2023 Present
  • 10/2014 → 04/2017
    Lance Greer Insurance Agency
    Richland, MI
  • 04/2017 → 08/2017
    State Farm Insurance
    Kalamazoo, MI
  • 09/2017 → Present
    Kory Wagonmaker Insurance Agency
    Kalamazoo, MI
  • 08/2018 → 07/2019
    State Farm Vp Management Corp.
    Kalamazoo, ME
  • 07/2021 → Present
    State Farm Vp Management Corp
    Kalamazoo, MI
  • 04/2023 → Present
    Kalamazoo, MI
Other Businesses

1) Kory Wagonmaker's Insurance Agency; Investment-related; 4644 W Main St Kalamazoo, MI 49006-2642; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 9/1/2017; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-12
S63 Uniform Securities Agent State Law Examination 2016-05-17
  • S65 Uniform Investment Adviser Law Examination
    2023-04-12
  • S63 Uniform Securities Agent State Law Examination
    2016-05-17

View on SEC IAPD

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