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State Farm Investment Management Corp. CRD 3487
$12.9B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-05-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dorothy Ortez Insurance Agency | Holland | MI | 01/2017 | 08/2020 |
| Discount Tire | Ann Arbor | MI | 11/2014 | 12/2016 |
| State Farm Vp Management Corp. | Holland | MI | 01/2020 | 12/2020 |
| State Farm Insurance | Holland | MI | 08/2020 | 12/2020 |
| Michael Kelley Insurance Agency | Allendale | MI | 01/2021 | 09/2024 |
| State Farm Vp Management Corp. | Allendale | MI | 01/2021 | 09/2024 |
| State Farm Investment Management Corp | Allendale | MI | 05/2023 | 09/2024 |
| State Farm Insurance Agency | Grand Rapids | MI | 09/2024 | 10/2024 |
| State Farm Investment Management Corp | Grand Rapids | MI | 09/2024 | 10/2024 |
| State Farm Vp Management Corp | Grand Rapids | MI | 09/2024 | 10/2024 |
| State Farm Insurance Agency | Osford | MI | 10/2024 | Present |
| State Farm Investment Management Corp | Oxford | MI | 10/2024 | Present |
| State Farm Vp Management Corp | Oxford | MI | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-16 |
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