Timothy Joseph Surber

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

• 01/2019 → Present
  Timothy Joseph Surber Agency
  Yakima, WA
• 03/2020 → Present
  State Farm Vp Management Corp.
  Yakima, WA
• 08/2018 → 12/2018
  State Farm Mutual
  Tempe, AZ
• 06/2016 → 08/2018
  Scott Rollins Insurance Agency
  Ellensburg, WA
• 03/2021 → Present
  State Farm Investment Management Corp.
  Yakima, WA

Other Businesses

1) Kiwanis Club of Yakima WA; Non-Investment-Related; PO Box 611, Yakima, WA 98907; Membership/Civic/Fraternal Organization; Officer/Vice President; 10/01/2021; 8; 1; Voting on allocation of club funds to local charities or youth programs. 2) Ashland Creek Promotions; non-investment-related; 6809 232nd Ave E, Buckley, WA 98321; Retail-Marketing; Owner/President; 02/01/2022; 16 Mo/0 Mo; Put together marketing items with company logos on them for client businesses. - Marketing, promotional items like pens, t-shirts, hats etc. and administrative bookkeeping duties. 3) Timothy Surber's Insurance Agency; Insurance Agency; Investment-related; 2961 Stonewood Ct Ste B Yakima, WA 98901-3130; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 1/1/2019; 80; 80; Service customers and supervise employees 4) Yakima Valley Tourism; Investment-Related; 10 N 8th St Yakima, WA 98901; Investment or Commercial Property; Owner; None; 01/01/2025; 1; 0; Tourism Activities Board Member

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-03-06
• S63 Uniform Securities Agent State Law Examination
  2020-08-07

Other Names

• Tim Surber
• T.J. Surber
• Timothy Joseph Surbert