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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
KS RA APPROVED 2021-06-08
  • KS RA
    APPROVED
    Since 2021-06-08

Branch Locations

306 S. Meridian Ave, Valley Center, KS 67147 • 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
Farm Bureua Financial Services Wichita KS 10/2015 10/2016
Fbl Marketing Services West Des Moines IA 04/2016 10/2016
Brian Haight Insurance Agency Valley Center KS 05/2017 Present
State Farm Vp Management Corp Valley Center KS 05/2018 Present
State Farm Insurance Valley Center KS 12/2016 04/2017
State Farm Investment Management Corp Valley Center KS 08/2018 10/2019
State Farm Investment Management Corp Valley Center KS 06/2021 Present
  • 10/2015 → 10/2016
    Farm Bureua Financial Services
    Wichita, KS
  • 04/2016 → 10/2016
    Fbl Marketing Services
    West Des Moines, IA
  • 05/2017 → Present
    Brian Haight Insurance Agency
    Valley Center, KS
  • 05/2018 → Present
    State Farm Vp Management Corp
    Valley Center, KS
  • 12/2016 → 04/2017
    State Farm Insurance
    Valley Center, KS
  • 08/2018 → 10/2019
    Valley Center, KS
  • 06/2021 → Present
    Valley Center, KS
Other Businesses

1) Brian Haight's Insurance Agency; Investment-related; 306 S Meridian Ave Valley Center, KS 67147-2138; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 5/1/2022; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-08-06
  • S63 Uniform Securities Agent State Law Examination
    2018-08-06
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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