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Stephen Gerard Lavelle

State Farm Investment Management Corp.

Granger, IN

CRD 4952243

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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

AuthorityCategoryStatusDate
MI RA APPROVED 2025-01-18
IN RA APPROVED 2018-08-31
  • MI RA
    APPROVED
    Since 2025-01-18
  • IN RA
    APPROVED
    Since 2018-08-31

Branch Locations

Granger, IN • 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 Cincinnati OH 09/2013 12/2016
State Farm Vp Management Corp Cincinnati OH 09/2013 12/2016
Saybrus Partners, Inc. Hartford CT 01/2017 03/2018
Saybrus Equity Services, Inc. Hartford CT 01/2017 03/2018
State Farm Insurance Avon Lake OH 03/2018 08/2018
State Farm Vp Management Corp. Avon Lake OH 03/2018 08/2018
State Farm Investment Management Corp. Granger IN 08/2018 Present
State Farm Vp Management Corp. Granger IN 08/2018 Present
State Farm Insurance Granger IN 08/2018 Present
  • 09/2013 → 12/2016
    State Farm Insurance
    Cincinnati, OH
  • 09/2013 → 12/2016
    State Farm Vp Management Corp
    Cincinnati, OH
  • 01/2017 → 03/2018
    Saybrus Partners, Inc.
    Hartford, CT
  • 01/2017 → 03/2018
    Saybrus Equity Services, Inc.
    Hartford, CT
  • 03/2018 → 08/2018
    State Farm Insurance
    Avon Lake, OH
  • 03/2018 → 08/2018
    State Farm Vp Management Corp.
    Avon Lake, OH
  • 08/2018 → Present
    State Farm Investment Management Corp.
    Granger, IN
  • 08/2018 → Present
    State Farm Vp Management Corp.
    Granger, IN
  • 08/2018 → Present
    State Farm Insurance
    Granger, IN
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-09-14
  • S63 Uniform Securities Agent State Law Examination
    2018-09-14
Designations
  • Chartered Financial Consultant
Other Names
  • Steve Gerard Lavelle

View on SEC IAPD

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