Casey Lynn Charlson

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2004 → Present
  Afton Alps Alpine Club
  Hastings, MN
• 01/2010 → Present
  Casey Charlson Insurance Agency
  Bloomington, MN
• 01/2010 → Present
  State Farm Vp Management Corp.
  Bloomington, MN
• 08/2018 → Present
  State Farm Investment Management Corp.
  Bloomington, MN
• 04/2020 → Present
  Casey Charlson Insurance Agency
  Eagan, MN
• 04/2020 → Present
  State Farm Vp Management Corp
  Eagan, MN

Other Businesses

(1) Hadley 5 Partnership LLC; Investment related; 6993 35th St. N, Oakdale, MN 55128; investment or commercial property; partner; 12/31/2020; 2; 0; accounting and bookkeeping. (2) Casey Charlson's Insurance Agency; Insurance Agency; Investment-related; 2626 E 82nd St Ste 390 Bloomington, MN 55425-1386; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2010; 80; 80; Service customers and supervise employees

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-03-08
• S63 Uniform Securities Agent State Law Examination
  2006-04-27