Christopher Lawrence Schoelen

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2019 → Present
  Chris Schoelen Insurance Agency
  South Glastonbury, CT
• 02/2021 → Present
  State Farm Vp Management Corp.
  South Glastonbury, CT
• 05/2010 → 10/2018
  Enterprise Holdings
  Windsor Locks, CT
• 11/2018 → 04/2019
  State Farm Insurance
  Bloomington, IL
• 09/2021 → Present
  State Farm Investment Management Corp
  South Glastonbury, TX
• 03/2023 → Present
  Chris Schoelen Insurance Agency
  Suffield, CT
• 03/2023 → Present
  State Farm Investment Management Corp
  Suffield, CT
• 03/2023 → Present
  State Farm Vp Management Corp
  Suffield, CT

Other Businesses

1. Christopher Schoelen's Insurance Agency; Insurance Agency; Investment-related; 2249 New London Tpke S Ste H Glastonbury, CT 06073-2627; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 5/1/2019; 80; 80; Service customers and supervise employees. 2. Chris Schoelen - Property #1 (personally held real estate); Investment Related; 39 Brewster Rd Apt C Glastonbury, CT 06033; Investment or Commercial Property; Owner; 06/06/2024; 5; 0; Condo - Rental Property. 3. 447 Naubuc Ave LLC; investment related; 49 Brighton Dr, East Granby, CT 06026; Investment or Commercial Property; Owner; None; 09/23/2024; 1;0; rental agreements, coordinate maintenance, Make deposits in the checking account, Pay bills/Co-Signor on checking account, Review bank statements, Control of the checkbook.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-08-14
• S63 Uniform Securities Agent State Law Examination
  2021-05-15