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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-10-16 |
Branch Locations
3077 E 98Th St Ste 165, Carmel, IN 46280-1969 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-19 |
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