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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 2023-07-14
  • OH RA
    APPROVED
    Since 2023-07-14

Branch Locations

419 W Aurora Rd Unit Q, Sagamore Hills, OH 44067 • 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
Keith Wright Insurance Agency Berea OH 06/2017 04/2021
State Farm Vp Management Corp. Berea OH 11/2020 04/2021
Full Time Student At University Of Mount Union Alliance OH 08/2013 05/2017
State Farm Insurance Cleveland OH 04/2021 08/2021
State Farm Vp Management Corp Cleveland OH 04/2021 08/2021
State Farm Vp Management Corp Sagamore Hills OH 09/2021 Present
Cody Shaffer Insurance Agency Sagamore Hills OH 09/2020 Present
State Farm Investment Management Corp Sagamore Hills OH 07/2023 Present
  • 06/2017 → 04/2021
    Keith Wright Insurance Agency
    Berea, OH
  • 11/2020 → 04/2021
    State Farm Vp Management Corp.
    Berea, OH
  • 08/2013 → 05/2017
    Full Time Student At University Of Mount Union
    Alliance, OH
  • 04/2021 → 08/2021
    State Farm Insurance
    Cleveland, OH
  • 04/2021 → 08/2021
    State Farm Vp Management Corp
    Cleveland, OH
  • 09/2021 → Present
    State Farm Vp Management Corp
    Sagamore Hills, OH
  • 09/2020 → Present
    Cody Shaffer Insurance Agency
    Sagamore Hills, OH
  • 07/2023 → Present
    Sagamore Hills, OH
Other Businesses

1) Cody Shaffer's Insurance Agency; Insurance Agency; Investment-related; 419 W Aurora Rd Unit Q Sagamore Hls, OH 44067-2161; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 9/1/2021; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-05
  • S65 Uniform Investment Adviser Law Examination
    2023-07-05

View on SEC IAPD

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