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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2026-03-12 |
| WA | RA | APPROVED | 2026-03-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Investment Management Corp | Redmond | WA | 03/2026 | Present |
| State Farm Insurance | Redmond | WA | 03/2026 | Present |
| State Farm Vp Management Corp. | Redmond | WA | 03/2026 | Present |
| Yu Ins And Fin Svcs, Inc. | Columbus | OH | 01/2021 | 02/2026 |
| Yu Ins And Fin Svcs, Inc. | Columbus | OH | 01/2019 | 01/2021 |
| Yu Ins And Fin Svcs, Inc. | Columbus | OH | 01/2018 | 01/2019 |
| Yu Ins And Fin Svcs, Inc. | Columbus | OH | 06/2016 | 01/2018 |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-03-27 |
| S65 | Uniform Investment Adviser Law Examination | 2026-01-22 |
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