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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 |
|---|---|---|---|
| LA | RA | APPROVED | 2026-08-20 |
| TX | RA | APPROVED | 2026-02-10 |
Branch Locations
20031 W Lake Houston Pkwy Ste 300, Kingwood, TX 77346 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Insurance | Humble | TX | 02/2026 | 08/2026 |
| State Farm Vp Management Corp. | Humble | TX | 02/2026 | 08/2026 |
| Auditboard | Houston | TX | 09/2022 | 02/2026 |
| Kpmg | Houston | TX | 07/2015 | 09/2022 |
| State Farm Investment Management Corp | Humble | TX | 02/2026 | 08/2026 |
| Katie Green Insurance Agency | Kingwood | TX | 08/2026 | Present |
| State Farm Vp Management Corp | Kingwood | TX | 08/2026 | Present |
| State Farm Investment Management Corp | Kingwood | TX | 08/2026 | Present |
1) Katie Green Insurance Agency; Investment-related; 20031 W Lake Houston Pkwy Ste 300 Kingwood, TX 77346; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 08/01/2026; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-01-05 |
| S65 | Uniform Investment Adviser Law Examination | 2025-11-19 |
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