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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2024-05-20 |
Branch Locations
9762 Kenwood Rd, Blue Ash, OH 45242 • United States
Harrison, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-08 |
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