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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 |
|---|---|---|---|
| HI | RA | APPROVED | 2025-07-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Insurance | Kapolei | HI | 05/2025 | 12/2025 |
| State Farm Vp Management Corp. | Kapolei | HI | 05/2025 | 12/2025 |
| Ernst & Young, Llp | Chicago | IL | 12/2020 | 05/2025 |
| Ernst & Young, Llp | Honolulu | HI | 09/2018 | 12/2020 |
| University Of Georgia | Athens | GA | 07/2013 | 05/2018 |
| Unemployed | Honolulu | HI | 05/2018 | 09/2018 |
| State Farm Investment Management Corp | Kapolei | HI | 05/2025 | 12/2025 |
| State Farm Vp Management Corp. | Honolulu | HI | 12/2025 | Present |
| State Farm Investment Management Corp | Honolulu | HI | 12/2025 | Present |
| Summer Burnett Insurance Agency | Honolulu | HI | 12/2025 | Present |
1) Summer Burnett Insurance Agency; Investment Related; 1806 S King St Ste 32 Honolulu, HI 96826; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/2025; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2025-05-30 |
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