Michael James Welch

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

• 11/2014 → 06/2017
  Massmutual Life Insurance Company
  Roseville, CA
• 12/2014 → 06/2017
  Mml Investors Services Llc
  Roseville, CA
• 11/2017 → Present
  Michael Welch Insurance Agency
  Roseville, CA
• 02/2019 → Present
  State Farm Vp Management Corp.
  Roseville, CA
• 06/2017 → 10/2017
  State Farm Insurance
  Roseville, CA
• 01/2024 → Present
  State Farm Investment Management Corp
  Roseville, CA

Previous Registrations

• 2014-12-08 → 2017-06-15
  Mml Investors Services, Llc
  Roseville, CA
• 2008-06-02 → 2014-12-04
  Northwestern Mutual Investment Services, Llc
  Sacramento, CA

Other Businesses

1) Michael Welch's Insurance Agency; Insurance Agency; Investment-related; 414 Vernon St Ste 100 Roseville, CA 95678-2641; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 11/01/2017; 80; 80; Service customers and supervise employees

Exams

• S66 Uniform Combined State Law Examination
  2006-10-16

Other Names

• Michael Welch