Lucas Monroe Lindquist

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

• 09/2020 → Present
  Al Shattuck Insurance Agency
  Owosso, MI
• 09/2020 → Present
  Al Shattuck Insurance Agency
  Dewitt, MI
• 03/2025 → Present
  State Farm Vp Management Corp
  Dewitt, MI
• 03/2025 → Present
  State Farm Vp Management Corp
  Owosso, MI
• 12/2019 → 09/2020
  Unemployed
  Owosso, MI
• 08/2016 → 12/2019
  Michigan State University Full Time Student
  Ingham, MI
• 05/2014 → 09/2019
  Owosso Country Club
  Owosso, MI
• 12/2025 → Present
  State Farm Investment Management Corp
  Dewitt, MI
• 12/2025 → Present
  State Farm Investment Management Corp
  Owosso, MI

Other Businesses

1) Al Shattuck's Insurance Agency; Investment-related; 111 N Hickory St Owosso, MI 48867 and 12900 S Us Highway 27 Ste 1A Dewitt, MI 48820; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 9/8/2020; 80; 80; Service customers

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-01
• S63 Uniform Securities Agent State Law Examination
  2025-08-20

Other Names

• Luke Lindquist