Adam Walter Peterson

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → 04/2017
  Breck Taylor Insurance Agency
  Piedmont, SC
• 03/2016 → 04/2017
  State Farm Vp Management Corp.
  Piedmont, SC
• 04/2017 → 08/2017
  State Farm Insurance
  Bloomington, IL
• 09/2017 → Present
  Adam Peterson Insurance Agency
  Greenville, SC
• 01/2019 → Present
  State Farm Vp Management Corp.
  Greenville, SC
• 05/2025 → Present
  State Farm Investment Management Corp
  Greenville, SC

Other Businesses

1.) Adam Peterson's Insurance Agency; Insurance Agency; Investment-related; 517 S Pleasantburg Dr. Ste C Greenville, SC 29607-2415; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 9/1/2017; 80; 80; Service customers and supervise employees 2.) THE ASPIRANT ACADEMY; Non-Investment Related; 201 TUGALOO CT PIEDMONT, SC 29673; Other; Partner; None; 07/23/2026; 20; 5; Sales

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-09
• S63 Uniform Securities Agent State Law Examination
  2016-04-12