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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
WA RA APPROVED 2025-09-24
OR RA APPROVED 2024-09-25
  • WA RA
    APPROVED
    Since 2025-09-24
  • OR RA
    APPROVED
    Since 2024-09-25

Branch Locations

3975 N River Rd Ste 2, Keizer, OR 97303 • 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
Mark Marshall Insurance Agency Mcminnville OR 01/2021 11/2024
Jim Kuhlman Insurance Agency Corvallis OR 07/2020 12/2020
Stan Schmidt Insurance Agency Dallas OR 10/2006 06/2020
Jay Puppo Insurance Agency Wilsonville OR 08/2024 11/2024
State Farm Vp Management Corp Wilsonville OR 08/2024 11/2024
State Farm Investment Management Corp Wilsonville OR 08/2024 11/2024
State Farm Investment Management Corp Keizer OR 11/2024 Present
State Farm Vp Management Corp Keizer OR 11/2024 Present
State Farm Insurance Keizer OR 11/2024 04/2025
Kalon Schmidt Insurance Agency Keizer OR 04/2025 Present
  • 01/2021 → 11/2024
    Mark Marshall Insurance Agency
    Mcminnville, OR
  • 07/2020 → 12/2020
    Jim Kuhlman Insurance Agency
    Corvallis, OR
  • 10/2006 → 06/2020
    Stan Schmidt Insurance Agency
    Dallas, OR
  • 08/2024 → 11/2024
    Jay Puppo Insurance Agency
    Wilsonville, OR
  • 08/2024 → 11/2024
    State Farm Vp Management Corp
    Wilsonville, OR
  • 08/2024 → 11/2024
    Wilsonville, OR
  • 11/2024 → Present
    Keizer, OR
  • 11/2024 → Present
    State Farm Vp Management Corp
    Keizer, OR
  • 11/2024 → 04/2025
    State Farm Insurance
    Keizer, OR
  • 04/2025 → Present
    Kalon Schmidt Insurance Agency
    Keizer, OR
Other Businesses

1) Kalon Schmidt's Insurance Agency; Investment-related; 3975 River Rd N Ste 2 Keizer, OR 97303; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 4/1/2025; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-07-23
S65 Uniform Investment Adviser Law Examination 2024-06-27
  • S63 Uniform Securities Agent State Law Examination
    2024-07-23
  • S65 Uniform Investment Adviser Law Examination
    2024-06-27

View on SEC IAPD

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