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Zachary Daniel Hernan

State Farm Investment Management Corp.

Louisville, KY

CRD 7290473

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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
IN RA APPROVED 2023-01-04
OH RA APPROVED 2023-01-04
KY RA APPROVED 2020-12-22
  • IN RA
    APPROVED
    Since 2023-01-04
  • OH RA
    APPROVED
    Since 2023-01-04
  • KY RA
    APPROVED
    Since 2020-12-22

Branch Locations

10116 Taylorsville Rd, Louisville, KY 40299-3623 • 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
Zachary Hernan Insurance Agency Louisville KY 09/2017 Present
State Farm Vp Management Corp. Louisville KY 09/2020 Present
State Farm Insurance Bloomington IL 04/2017 08/2017
Josh Haines Insurance Agency Shelbyville KY 01/2016 04/2017
State Farm Investment Management Corp. Louisville KY 12/2020 Present
  • 09/2017 → Present
    Zachary Hernan Insurance Agency
    Louisville, KY
  • 09/2020 → Present
    State Farm Vp Management Corp.
    Louisville, KY
  • 04/2017 → 08/2017
    State Farm Insurance
    Bloomington, IL
  • 01/2016 → 04/2017
    Josh Haines Insurance Agency
    Shelbyville, KY
  • 12/2020 → Present
    Louisville, KY
Other Businesses

1) Zachary Hernan's Insurance Agency; Insurance Agency; Investment-related; 10116 Taylorsville Rd Louisville, KY 40299-3623; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 9/1/2017; 80; 80; Service customers and supervise employees 2) Zachary Hernan - Property #1 (Personally Held Real Estate); investment-related; 833 PACKARD AVE LOUISVILLE, KY 40217; Investment or Commercial Property; Owner; none; 4/1/2017; 1; 0; Duties: Privately held rental building 3) Zachary Hernan - Property #2 (Personally Held Real Estate); investment-related; 1956 RIDGELAWN AVE YOUNGSTOWN, OH 44509; Investment or Commercial Property; Owner; none; 1/1/2016; 1; 0; Duties: Privately held rental building 4) Zachary Hernan - Property #3 (Personally Held Real Estate); investment-related; 1952 RIDGELAWN AVE YOUNGSTOWN, OH 44509; Investment or Commercial Property; Owner; none; 1/1/2016; 1; 0; Duties: Privately held rental building

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-10
S63 Uniform Securities Agent State Law Examination 2020-11-10
  • S65 Uniform Investment Adviser Law Examination
    2020-12-10
  • S63 Uniform Securities Agent State Law Examination
    2020-11-10

View on SEC IAPD

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