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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
MN RA APPROVED 2021-09-20
  • MN RA
    APPROVED
    Since 2021-09-20

Branch Locations

615 2Nd Ave. S, Saint James, MN 56081 • 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
Keith Boeve Insurance Agency St James MN 02/2007 Present
State Farm Vp Management Corp St James MN 02/2007 Present
State Farm Investment Management Corp St James MN 09/2021 Present
  • 02/2007 → Present
    Keith Boeve Insurance Agency
    St James, MN
  • 02/2007 → Present
    State Farm Vp Management Corp
    St James, MN
  • 09/2021 → Present
    St James, MN
Other Businesses

1) Keith Boeve's Insurance Agency; Insurance Agency; Investment-related; 615 2nd Ave S Saint James, MN 56081-1738; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 02/01/2007; 80; 80; Service customers and supervise employees 2) Service To Mankind; non-investment-related; P.O. Box 333 Saint James, MN 56081; Other; Officer; None; 8/15/2024; 3; 0 Duties.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-07-20
  • S63 Uniform Securities Agent State Law Examination
    1992-07-20
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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