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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 2018-11-29
WA RA APPROVED 2018-11-19
  • OR RA
    APPROVED
    Since 2018-11-29
  • WA RA
    APPROVED
    Since 2018-11-19

Branch Locations

15 Sw 20Th Ave Ste 102, Battle Ground, WA 98604-3133 • 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
Le Ann Dodge Insurance Agency Battle Ground WA 05/2006 Present
State Farm Vp Management Corp Battle Ground WA 05/2006 Present
State Farm Investment Management Corp Battle Ground WA 08/2018 Present
  • 05/2006 → Present
    Le Ann Dodge Insurance Agency
    Battle Ground, WA
  • 05/2006 → Present
    State Farm Vp Management Corp
    Battle Ground, WA
  • 08/2018 → Present
    Battle Ground, WA
Other Businesses

1. LeAnn Dodge's Insurance Agency; Insurance Agency; Investment-related; 15 SW 20th Ave Ste 102 Battle Ground, WA 98604-3133; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 05/01/2006; 80; 80; Service customers and supervise employees. 2. Trauma Intervention Program (TIP) of Portland/Vancouver; NOT investment-related; 4800 NE 122nd Avenue, Portland, OR 97230; Public Service; Board Member; Board Member; 2/13/2020; 1; 0; no duties. 3) G & L Properties LLC; Investment-related; 5005 NW 128th Circle Vancouver WA 98685; Investment or Commercial Property; Trustee; 06/28/2024; 4;0; LLC is owned by our Family Trust and owning 4 residential rental properties;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-19
S63 Uniform Securities Agent State Law Examination 2005-09-26
  • S65 Uniform Investment Adviser Law Examination
    2018-11-19
  • S63 Uniform Securities Agent State Law Examination
    2005-09-26
Other Names
  • Leann Marie Depalmo
  • Le Ann Marie Dodge

View on SEC IAPD

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