Joseph Walter Woelfle

Current Employers

State Farm Investment Management Corp.

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-12-16
WA	RA	APPROVED	2024-10-25
MI	RA	APPROVED	2023-06-26
MN	RA	APPROVED	2023-06-26
IA	RA	APPROVED	2023-06-05
IL	RA	APPROVED	2023-06-02
WI	RA	APPROVED	2023-06-01

FL RA
APPROVED

Since 2024-12-16
WA RA
APPROVED

Since 2024-10-25
MI RA
APPROVED

Since 2023-06-26
MN RA
APPROVED

Since 2023-06-26
IA RA
APPROVED

Since 2023-06-05
IL RA
APPROVED

Since 2023-06-02
WI RA
APPROVED

Since 2023-06-01

Branch Locations

1714 W Mequon Rd, Mequon, WI 53092 • United States

303 Oakton Dr, Pewaukee, WI 53072 • United States

400 Genesee St #F, Delafield, WI 53018 • 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 Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
State Farm Vp Management Corp	Mequon	WI	01/2011	Present
Joseph Woelfle Insurance Agency	Mequon	WI	01/2011	Present
State Farm Vp Management Corp	Delafield	WI	09/2018	Present
Joe Woelfle Insurance Agency	Delafield	WI	09/2018	Present
State Farm Investment Management Corp.	Mequon	WI	12/2018	10/2019
State Farm Investment Management Corp	Mequon	WI	05/2023	Present
State Farm Investment Management Corp	Delafield	WI	05/2023	Present
Joe Woelfle Insurance Agency	Pewaukee	WI	05/2023	Present
State Farm Vp Management Corp	Pewaukee	WI	05/2023	Present
State Farm Investment Management Corp	Pewaukee	WI	05/2023	Present

01/2011 → Present

State Farm Vp Management Corp

Mequon, WI
01/2011 → Present

Joseph Woelfle Insurance Agency

Mequon, WI
09/2018 → Present

State Farm Vp Management Corp

Delafield, WI
09/2018 → Present

Joe Woelfle Insurance Agency

Delafield, WI
12/2018 → 10/2019

State Farm Investment Management Corp.

Mequon, WI
05/2023 → Present

State Farm Investment Management Corp

Mequon, WI
05/2023 → Present

State Farm Investment Management Corp

Delafield, WI
05/2023 → Present

Joe Woelfle Insurance Agency

Pewaukee, WI
05/2023 → Present

State Farm Vp Management Corp

Pewaukee, WI
05/2023 → Present

State Farm Investment Management Corp

Pewaukee, WI

Other Businesses

1) Town of Delafield; non-investment-related; W302N1254 Maple Ave, Delafield, WI 53018; Membership/Civic/Fraternal Organization; board member; 4/6/2021; 6; 0; none. 2) Joe Woelfle Insurance Agency; Investment-related; 11649 N Port Washington Rd Ste 214 Mequon, WI 53092-3459; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent;01/01/2011; 80; 80; Service customers and supervise employees. 3) Milwaukee Condo; Investment-related; 270 E Highland Ave #615 Milwaukee, WI 53202; Investment or Commercial Property; 04/18/2024; 1; 0; Single family condo, individually owned, no LLC, Long term leasing to individuals.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2010-07-02

S63 Uniform Securities Agent State Law Examination

2010-07-02

Designations

Other Names

Joe W Woelfle

View on SEC IAPD