Alan Mcdowell Walters

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

• 01/2026 → Present
  State Farm Investment Management Corp
  Winchester, KY
• 01/2013 → 01/2017
  Craig Loftis Insurance Agency
  Berea, KY
• 01/2017 → 06/2017
  State Farm Insurance
  Bloomington, IL
• 06/2017 → Present
  Alan Walters Insurance Agency
  Winchester, KY
• 01/2026 → Present
  State Farm Vp Management Corp
  Winchester, KY

Other Businesses

Alan Walters Insurance Agency; Investment-related; 1320 W Lexington Ave Winchester, KY 40391; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 06/01/2017; 80; 80; Service customers and supervise employees

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-07-23
• S65 Uniform Investment Adviser Law Examination
  2025-07-31