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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
OH RA APPROVED 2024-05-20
  • OH RA
    APPROVED
    Since 2024-05-20

Branch Locations

9762 Kenwood Rd, Blue Ash, OH 45242 • United States

Harrison, OH • 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
Chris Winkelmann Insurance Agency Medina OH 05/2017 07/2020
Stark Enterprises Westlake OH 06/2016 01/2017
State Farm Vp Management Corp. Medina OH 04/2020 07/2020
Unemployed Fairview Park OH 02/2017 05/2017
State Farm Insurance Harrison OH 08/2020 12/2020
State Farm Vp Management Corp Harrison OH 08/2020 12/2020
State Farm Vp Management Corp. Blue Ash OH 01/2021 Present
Eric Mayer Insurance Agency Blue Ash OH 01/2021 Present
State Farm Investment Management Corp Blue Ash OH 05/2024 Present
  • 05/2017 → 07/2020
    Chris Winkelmann Insurance Agency
    Medina, OH
  • 06/2016 → 01/2017
    Stark Enterprises
    Westlake, OH
  • 04/2020 → 07/2020
    State Farm Vp Management Corp.
    Medina, OH
  • 02/2017 → 05/2017
    Unemployed
    Fairview Park, OH
  • 08/2020 → 12/2020
    State Farm Insurance
    Harrison, OH
  • 08/2020 → 12/2020
    State Farm Vp Management Corp
    Harrison, OH
  • 01/2021 → Present
    State Farm Vp Management Corp.
    Blue Ash, OH
  • 01/2021 → Present
    Eric Mayer Insurance Agency
    Blue Ash, OH
  • 05/2024 → Present
    Blue Ash, OH
Other Businesses

1) Zebra Technologies; non-investment-related; 3 Overlook Point, Lincolnshire, IL 60069; W2 Employment with Zebra Technologies; employee; 9/1/2020; 4; 0; none. 2) Eric Mayer's Insurance Agency; Insurance Agency; Investment-related; 9762 Kenwood Rd Blue Ash, OH 45242-6159; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 1/1/2021; 80; 80; Service customers and supervise employees 3) Blue Ash BNI; non-investment-related; 8341 Kenwood Rd., Cincinnati, OH 45236; Civic Organization; President; 10/01/2022; 7;0; facilitate our weekly meetings of BNI is a networking organization where business professionals meet on a weekly business to share best practices and aid revenue generating behaviors amongst the members.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-08
  • S65 Uniform Investment Adviser Law Examination
    2024-05-08

View on SEC IAPD

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