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Adam J Prell

State Farm Investment Management Corp.

Waunakee, WI

CRD 4882468

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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
WI RA APPROVED 2020-11-12
  • WI RA
    APPROVED
    Since 2020-11-12

Branch Locations

Waunakee, WI • 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 Altoona WI 06/2016 03/2024
State Farm Insurance Altoona WI 06/2016 03/2024
State Farm Investment Management Corp. Altoona WI 08/2018 06/2019
State Farm Insurance Sparta WI 03/2024 12/2025
State Farm Vp Management Corp Sparta WI 03/2024 12/2025
State Farm Investment Management Corp Sparta WI 03/2024 12/2025
State Farm Vp Management Corp Waunakee WI 12/2025 Present
State Farm Insurance Waunakee WI 12/2025 Present
State Farm Investment Management Corp Waunakee WI 12/2025 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-12-09
  • S63 Uniform Securities Agent State Law Examination
    2004-12-09
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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