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Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2023-10-16
  • IN RA
    APPROVED
    Since 2023-10-16

Branch Locations

3077 E 98Th St Ste 165, Carmel, IN 46280-1969 • United States

4010 E Southport Rd, Indianapolis, IN 46237 • 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
State Farm Insurance Carmel IN 03/2013 10/2018
State Farm Vp Management Corp Carmel IN 06/2014 10/2018
State Farm Investment Management Corp. Carmel IN 08/2018 10/2018
Steve Oleksiw Insurance Agency Indianapolis IN 11/2018 Present
State Farm Vp Management Corp. Indianapolis IN 11/2018 Present
State Farm Investment Management Corp. Indianapolis IN 11/2018 11/2019
State Farm Investment Management Corp. Indianapolis IN 10/2023 Present
State Farm Vp Management Corp Carmel IN 04/2005 Present
Steve Oleksiw Insurance Agency Carmel IN 04/2005 Present
State Farm Investment Management Corp. Carmel IN 10/2023 Present
Other Businesses

1) SJO Properties, LLC; investment-related; 15295 Mystic Rock Dr, Carmel, IN 46033; Investment or Commercial Property; This is an LLC created at the advice of my accountant for the sole purpose of purchasing the office for my State Farm agency. Beth Ingram has advised that since a small part of my office is being used by another State Farm Agent (short-term TASP), that I need to report this LLC as an outside business activity; member; 50%; 9/26/18; n/a; 1 hr./mo.; 0 hr./mo. 2) Steve Oleksiw Insurance Agency; Investment-related; 4010 E Southport Rd Indianapolis, IN 46237-3223 and 3077 E 98th St Ste 165 Carmel, IN 46280-1969; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 11/01/2018; 80; 80; Service customers and supervise employees 3) Heritage Square Co-Owners Association; non-investment-related; 4010E Southport Rd Indianapolis IN 46237; association/committee/council; elected official; treasurer; 11/03/2022; 2; 2; Heritage Square is an office association responsible for the upkeep and maintenance of an office building, which my State Farm office is a part of. My role will be treasurer of the association, responsible for paying bills and reporting on finances at meetings and reserve account status for future expenses (like a new roof, parking lot paving, etc.)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-10
S63 Uniform Securities Agent State Law Examination 2005-05-19
  • S65 Uniform Investment Adviser Law Examination
    2023-10-10
  • S63 Uniform Securities Agent State Law Examination
    2005-05-19

View on SEC IAPD

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