Matthew David Cale

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

• 01/2005 → Present
  State Farm Vp Management Corp
  Windsor Heights, IA
• 07/2005 → Present
  Matthew Cale Insurance Agency
  Windsor Heights, IA
• 08/2018 → Present
  State Farm Investment Management Corp
  Windsor Heights, IA

Other Businesses

1) Matthew Cale's Insurance Agency; Insurance Agency; Investment-related; 6733 University Ave Windsor Hts, IA 50324-1640; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 07/01/2003; 80; 80; Service customers and supervise employees 2) GRALE, LLC; investment related; 6735 University Ave Windsor heights IA 50324; LLC formed to house agency and one other commercial space; owner; 11/19/2009; 1;0; review bank statements, control of the checkbook, make deposits in the checking account, pay bills and cosignor on the checking account.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-10-29
• S63 Uniform Securities Agent State Law Examination
  2003-02-21

Other Names

• Matt Cale