Mallory Rodriguez Villa

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2023 → 09/2025
  Nick Oldenburg Insurance Agency
  Beloit, WI
• 11/2018 → 07/2023
  Stay-At-Home Parent
  Beloit, WI
• 07/2017 → 10/2018
  Mercy Health Systems
  Janesville, WI
• 10/2016 → 06/2017
  Darden Restaurant Group
  Madison, WI
• 01/2014 → 09/2016
  Dish Network
  Madison, WI
• 09/2024 → 09/2025
  State Farm Vp Management Corp
  Beloit, WI
• 08/2025 → 09/2025
  State Farm Investment Management Corp
  Beloit, WI
• 09/2025 → Present
  State Farm Investment Management Corp
  Sun Prairie, WI
• 09/2025 → Present
  State Farm Vp Management Corp
  Sun Prairie, WI
• 09/2025 → 01/2026
  State Farm Insurance
  Sun Prairie, WI
• 02/2026 → Present
  Mallory Rodriguez Insurance Agency
  Sun Prairie, WI

Other Businesses

1) Mallory Rodriguez's Insurance Agency; Investment-related; 2824 Prairie Lakes Dr Ste 203 Sun Prairie, WI 53590; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 02/01/2026; 80; 80; Service customers and supervise employees 2) Excelencia Hispana Inc; non-investment-related; 2057 Kenwood Ave Beloit WI 53511; association/committee/council; board member; president; 11/24/2023; 4; 0; Organizing events, community outreach, networking 3) Mallory Rodriguez Villa - Property 1 (Personally held real estate); investment-related; 1234 West St. Rockford, IL. 61102; Investment or Commercial Property; Owner; None; 06/01/2023; 2;0; Duplex, residential, 2 tenants.

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-12-23

Designations

• Chartered Financial Consultant