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State Farm Investment Management Corp. CRD 3487
$12.9B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-02-27 |
Branch Locations
5083 Main Street Suite 4, Spring Hill, TN 37174 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David St Charles Insurance Agency | Spring Hill | TN | 04/2023 | Present |
| State Farm Vp Management Corp | Spring Hill | TN | 12/2024 | Present |
| Dana Holding Corporation | Paris | TN | 10/2018 | 04/2023 |
| Nobel Automotive | Paris | TN | 03/2015 | 10/2018 |
| State Farm Investment Management Corp | Spring Hill | TN | 02/2026 | Present |
1) David St Charles's Insurance Agency; Investment-related; 5083 Main St Ste 4 Spring Hill, TN 37174; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 3/27/2023; 80; 80; Service customers
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-04 |
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