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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-04-27 |
| MI | RA | APPROVED | 2026-03-19 |
| MN | RA | APPROVED | 2026-03-18 |
| WI | RA | APPROVED | 2026-03-18 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Katie Coppersmith Insurance Agency | Oshkosh | WI | 07/2017 | Present |
| State Farm Vp Management Corp. | Oshkosh | WI | 05/2021 | 07/2025 |
| State Farm Insurance | Bloomington | IL | 02/2017 | 07/2017 |
| Pinnacle Marketing Group | Bemidji | MN | 03/2012 | 02/2017 |
| State Farm Vp Management Corp | Oshkosh | WI | 02/2026 | Present |
| State Farm Investment Management Corp | Oshkosh | WI | 02/2026 | Present |
1) Katherine Coppersmith's Insurance Agency; Insurance Agency; Investment-related; 2100 Omro Rd Ste B Oshkosh, WI 54904-7746; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 7/1/2017; 80; 80; Service customers and supervise employees 2) 4 Fawn LLC' Investment related; W6462 Lilac Ln, Greenville, WI 54942; investment or commercial property; owner; 4/1/2021; 10; 0; marketing and coordinating maintenance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-09 |
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