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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:

Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-03-10
  • OR RA
    APPROVED
    Since 2026-03-10

Branch Locations

Ashland, OR • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Country Financial Medford OR 12/2023 02/2026
Oregon Mutual Insurance Medford OR 01/2016 11/2023
State Farm Insurance Ashland OR 03/2026 Present
State Farm Investment Management Corp, Ashland OR 03/2026 Present
State Farm Vp Management Corp Ashland OR 03/2026 Present
  • 12/2023 → 02/2026
    Country Financial
    Medford, OR
  • 01/2016 → 11/2023
    Oregon Mutual Insurance
    Medford, OR
  • 03/2026 → Present
    State Farm Insurance
    Ashland, OR
  • 03/2026 → Present
    Ashland, OR
  • 03/2026 → Present
    State Farm Vp Management Corp
    Ashland, OR
Other Businesses

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; 3/7/2026; 80; 80; Service customers

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-03-05
S65 Uniform Investment Adviser Law Examination 2026-02-18
  • S63 Uniform Securities Agent State Law Examination
    2026-03-05
  • S65 Uniform Investment Adviser Law Examination
    2026-02-18

View on SEC IAPD

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