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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 |
|---|---|---|---|
| MO | RA | APPROVED | 2026-04-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David Dupree's Insurance Agency | Nixa | MO | 05/2025 | Present |
| Phoenix Home Health | Springfield | MO | 03/2015 | Present |
| Terrace Home Health | Springfield | MO | 06/2019 | 03/2021 |
| Haven Home Health | Ozark | MO | 05/2018 | 06/2019 |
| Mercy Home Health And Hospice | Springfield | MO | 06/2015 | 05/2018 |
| Next Phase Construction Llc | Nixa | MO | 04/2018 | 05/2022 |
| State Farm Vp Management Corp | Nixa | MO | 01/2026 | Present |
| State Farm Investment Management Corp | Nixa | MO | 04/2026 | Present |
1) David Dupree's Insurance Agency; Investment-related; 1563 Rosewood Rd Ste D Nixa, MO 65714; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 4/25/2025; 80; 80; Service customers
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2025-11-03 |
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