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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2023-07-27 |
| FL | RA | APPROVED | 2023-06-08 |
| AL | RA | APPROVED | 2023-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Shaffer Insurance Agency | Pensacola | FL | 12/2016 | 08/2020 |
| Pensacola Little Theatre | Pensacola | FL | 05/2015 | 12/2016 |
| State Farm Vp Management Corp | Penascola | FL | 06/2020 | 12/2021 |
| State Farm Insurance | Pensacola | FL | 08/2002 | 12/2020 |
| Tyler Kercher Insurance Agency | Pensacola | FL | 01/2021 | 05/2025 |
| State Farm Vp Management Corp | Pensacola | FL | 03/2022 | 10/2022 |
| State Farm Vp Management Corp | Pensacola | FL | 01/2023 | Present |
| State Farm Investment Management Corp. | Pensacola | FL | 05/2023 | Present |
| State Farm Insurance | Pensacola | FL | 05/2025 | Present |
1) Pensacola Five Flags Rotary; non-investment-related; PO Box 17012, Pensacola, FL 32522; membership/civic/fraternal organization; board member; 4/1/2019; 6; 4; As a member of the board, we review bank statements as monthly board meetings. 2) WSRE TV Foundation; non-investment-related; 1000 College Pkwy, Pensacola, FL 32504; WSRE TV Foundation is the fundraising arm of our local PBS TV station; director; 7/1/2020; 4; 0; As a member of the board, we routinely review financial statements and accept them into record. 3) Pensacola State College Foundation; non-investment-related; 1000 College Blvd, Bldg 17, Pensacola, FL 32504; education; director; 12/8/2022; 6; 2; none. 4) NASFA; non-investment-related; 14070 Proton Rd #100 Dallas, TX 75244; Association/Committee/Council; Board Member; Director; 10/24/2023; 2; 10; Board Member for National Association of State Farm Agents. Purpose is to promote and support independent contractor agents.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-04-27 |
| S65 | Uniform Investment Adviser Law Examination | 2023-04-27 |
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