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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 |
|---|---|---|---|
| IN | RA | APPROVED | 2023-01-04 |
| OH | RA | APPROVED | 2023-01-04 |
| KY | RA | APPROVED | 2020-12-22 |
Branch Locations
10116 Taylorsville Rd, Louisville, KY 40299-3623 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-10 |
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