Lee Joseph Milliner

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

Authority	Category	Status	Date
FL	RA	APPROVED	2022-01-07
AL	RA	APPROVED	2021-12-06

FL RA
APPROVED

Since 2022-01-07
AL RA
APPROVED

Since 2021-12-06

Branch Locations

Enterprise, AL • 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

Organization	City	State	From	To
Lee Milliner Insurance Agency	Enterprise	AL	10/2018	05/2026
State Farm Vp Management Corp.	Enterprise	AL	03/2021	Present
State Farm Insurance	Bloomington	IL	11/2006	10/2018
State Farm Investment Management Corp	Enterprise	AL	12/2021	Present
Lee Milliner Insurance Agency	Elba	AL	05/2024	10/2024
State Farm Investment Management Corp	Elba	AL	05/2024	10/2024
State Farm Vp Management Corp	Elba	AL	05/2024	10/2024
Lee Milliner Insurance Agency	Enterprise	AL	10/2024	05/2026
State Farm Vp Management Corp	Enterprise	AL	10/2024	05/2026
State Farm Investment Management Corp	Enterprise	AL	10/2024	05/2026
State Farm Insurance	Enterprise	AL	05/2026	Present

10/2018 → 05/2026

Lee Milliner Insurance Agency

Enterprise, AL
03/2021 → Present

State Farm Vp Management Corp.

Enterprise, AL
11/2006 → 10/2018

State Farm Insurance

Bloomington, IL
12/2021 → Present

State Farm Investment Management Corp

Enterprise, AL
05/2024 → 10/2024

Lee Milliner Insurance Agency

Elba, AL
05/2024 → 10/2024

State Farm Investment Management Corp

Elba, AL
05/2024 → 10/2024

State Farm Vp Management Corp

Elba, AL
10/2024 → 05/2026

Lee Milliner Insurance Agency

Enterprise, AL
10/2024 → 05/2026

State Farm Vp Management Corp

Enterprise, AL
10/2024 → 05/2026

State Farm Investment Management Corp

Enterprise, AL
05/2026 → Present

State Farm Insurance

Enterprise, AL

Other Businesses

1) Enterprise Chamber of Commerce; non-investment-related; 553 Glover Ave Enterprise AL 36330; Chamber of Commerce; 10/01/2020; Director; 4;4. 2) Wiregrass United Way; non-investment-related; 304 N Foster St, Dothan, AL 36303; Membership/Civic/Fraternal Organization; Director (includes sitting on Board of Directors); none;05/01/2024; 2;1; We just aid the campaign chair in raising money during the campaign. 3) Coffee County Family Services; non-investment-related; 208 West Brunson St, Enterprise, AL 36330; Other; Director (includes sitting on Board of Directors); None; 04/22/2025; 1;1; Other duties. 4) Milliner Investments, LLC; Investment Related; 524 Riverwood Dr. Enterprise, AL 36330; Investment or Commercial Property; Owner; President; 05/01/2026; 1; 0; Personally Held Real Estate

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-11-18
S63	Uniform Securities Agent State Law Examination	2021-06-10

S65 Uniform Investment Adviser Law Examination

2021-11-18
S63 Uniform Securities Agent State Law Examination

2021-06-10

View on SEC IAPD