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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 2025-11-25
  • WI RA
    APPROVED
    Since 2025-11-25

Branch Locations

6905 Washington Av, Mt Pleasant,, WI 53406 • 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 No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pruco Securities, Llc. Wauwatosa WI 09/2019 02/2024
Cintas Milwaukee WI 03/2000 12/2019
Prudential Insurance Company Of America Wauwatosa WI 02/2020 02/2024
Jon Fernandez Insurance Agency Greenfield WI 02/2024 Present
State Farm Vp Management Corp Greenfield WI 04/2024 10/2025
Jeremy Brown Insurance Agency Mt Pleasant WI 11/2025 Present
State Farm Vp Management Corp Mt Pleasant WI 11/2025 Present
State Farm Investment Management Corp Mt Pleasant WI 11/2025 Present
  • 09/2019 → 02/2024
    Wauwatosa, WI
  • 03/2000 → 12/2019
    Cintas
    Milwaukee, WI
  • 02/2020 → 02/2024
    Prudential Insurance Company Of America
    Wauwatosa, WI
  • 02/2024 → Present
    Jon Fernandez Insurance Agency
    Greenfield, WI
  • 04/2024 → 10/2025
    State Farm Vp Management Corp
    Greenfield, WI
  • 11/2025 → Present
    Jeremy Brown Insurance Agency
    Mt Pleasant, WI
  • 11/2025 → Present
    State Farm Vp Management Corp
    Mt Pleasant, WI
  • 11/2025 → Present
    Mt Pleasant, WI
Previous Registrations
Other Businesses

1) Jon Fernandez's Insurance Agency; Non-investment-related; 3232 W Loomis Rd Greenfield WI 53221; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 02/27/2024; 80; 80; Service customers. 2) Jeremy Brown's Insurance Agency; Investment-related; 6905 Washington Ave Mt Pleasant, WI 53406; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 11/05/2025; 80; 80; Service customers. 3) TOWNEPLACE SUITES; non-investment related; 1242 CORPORATE CENTER DR, OCONOMOWOC, WI 53066; Service Industry; Employee; None; 04/21/2025; 64;0; Night Auditor.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-26
S63 Uniform Securities Agent State Law Examination 2020-01-28
  • S65 Uniform Investment Adviser Law Examination
    2021-03-26
  • S63 Uniform Securities Agent State Law Examination
    2020-01-28
Other Names
  • Eric John Riemer

View on SEC IAPD

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