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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2023-10-20 |
| IA | RA | APPROVED | 2019-05-22 |
| MN | RA | APPROVED | 2019-02-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp. | Albert Lea | MN | 08/2001 | Present |
| David Klatt Insurance Agency | Albert Lee | MN | 01/2004 | Present |
| State Farm Investment Management Corp | Albert Lea | MN | 09/2018 | Present |
1) Albert Lea School Board; non-investment-related; 211 W Richway Dr, Albert Lea, MN 56007; Education; Dealing with school district activity; 1/1/2020; 5; 1; no duties. 2) Albert Lea Business Development Center board; non-investment-related; 132 N. Broadway Ave, Albert Lea, MN 56007; Local entity created by the City of Albert Lea Port Authority, Greater Jobs, Inc and Riverland Community College to breed and nurture new businesses in the area; Director; 12/1/2020; 2; 2; none. 3) Mocha & Mini, LLC; non-investment-related; 1317 SE Broadway Ave, Albert Lea, MN 56007; Retail; owner; 10/1/2021; 10; 0; none. 4) David Klatt's Insurance Agency; Insurance Agency; Investment-related; 106 S Broadway Ave Albert Lea, MN 56007-2544; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2002; 80; 80; Service customers and supervise employees 5) Minnesota School Board Assoc; Non-investment-related; 1900 Jefferson Ave St Peter MN 56082; Other; Board Member; None; 02/01/2023; 1; 0; this is an advisory board for the school districts within Minnesota. There are 13 districts within Minnesota, and the board meets 4-6 times a year. 6) Dave Klatt - Personally Held real estate (property #2); investment-related; 1309 Itasca Road Albert Lea MN 56007; Investment or Commercial Property; Owner; None; 09/01/2025; 5;0; private crop farmland
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-20 |
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