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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-02-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guillermo Morales Insurance Agency | Phoenix | AZ | 06/2015 | 06/2026 |
| State Farm Vp Management Corp. | Phoenix | AZ | 12/2025 | 06/2026 |
| State Farm Investment Management Corp | Phoenix | AZ | 12/2025 | 06/2026 |
| State Farm Vp Management Corp. | Surprise | AZ | 12/2025 | Present |
| State Farm Investment Management Corp | Surprise | AZ | 12/2025 | Present |
| State Farm Investment Management Corp | Glendale | AZ | 12/2025 | 06/2026 |
| State Farm Vp Management Corp. | Glendale | AZ | 12/2025 | 06/2026 |
| Guillermo Morales Insurance Agency | Glendale | AZ | 10/2022 | 06/2026 |
| Guillermo Morales Insurance Agency | Surprise | AZ | 01/2017 | 06/2026 |
| State Farm Insurance | Surprise | AZ | 06/2026 | Present |
1) State Farm; Investment-related; One State Farm Plaza, Bloomington, IL 61710; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); State Farm employee; Intern; 06/20/2026; 80; 80; Service customers
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-12-11 |
| S65 | Uniform Investment Adviser Law Examination | 2025-11-25 |
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