Susan Frances Balderson

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

• 01/2022 → Present
  Susan Balderson Insurance Agency
  Moneta, VA
• 01/2025 → Present
  State Farm Vp Management Corp.
  Moneta, VA
• 08/2021 → 12/2022
  State Farm Insurance
  Moneta, VA
• 05/2011 → 08/2021
  Tyler Bullington Insurance Agency
  Huntington, WV
• 01/2025 → Present
  State Farm Investment Management Corp
  Moneta, VA
• 10/2025 → Present
  State Farm Investment Management Corp
  Vinton, VA
• 10/2025 → Present
  State Farm Vp Management Corp.
  Vinton, VA
• 10/2025 → Present
  Susan Balderson Insurance Agency
  Vinton, VA

Other Businesses

1) Susan Balderson's Insurance Agency; Investment-related; 1123 Celebration Ave Ste 105 Moneta, VA 24121 and 302 E Washington Ave Vinton, VA 24179-4516; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 1/1/2022; 80; 80; Service customers and supervise employees 2) Surfside Estates Property Owners Association; not investment related; 607 Surfside Dr Moneta, VA 24121; Associate/Committee/Council; Board Member; Secretary; none; 09/19/2021; 1; 0; duties; committee.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-20
• S63 Uniform Securities Agent State Law Examination
  2024-11-05

Other Names

• Susan Frances Knotts