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Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-01-30
NE RA APPROVED 2022-11-28
IA RA APPROVED 2022-11-23
KS RA APPROVED 2022-11-23
  • MO RA
    APPROVED
    Since 2025-01-30
  • NE RA
    APPROVED
    Since 2022-11-28
  • IA RA
    APPROVED
    Since 2022-11-23
  • KS RA
    APPROVED
    Since 2022-11-23

Branch Locations

1809 N 169Th Plaza, Ste B, Omaha, NE 68118 • United States

2835 S 132Nd St, Omaha, NE 68144 • 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
Tanya Patzner Insurance Agency Omaha NE 07/2009 Present
State Farm Vp Management Corp Omaha NE 07/2009 Present
Tanya Patzner Insurance Agency Ralston NE 10/2019 01/2020
State Farm Vp Management Corp Ralston NE 10/2019 01/2020
State Farm Investment Management Corp Omaha NE 11/2022 Present
  • 07/2009 → Present
    Tanya Patzner Insurance Agency
    Omaha, NE
  • 07/2009 → Present
    State Farm Vp Management Corp
    Omaha, NE
  • 10/2019 → 01/2020
    Tanya Patzner Insurance Agency
    Ralston, NE
  • 10/2019 → 01/2020
    State Farm Vp Management Corp
    Ralston, NE
  • 11/2022 → Present
    Omaha, NE
Other Businesses

1) Tanya Patzner's Insurance Agency; Insurance Agency; Investment-related; 2835 S 132nd St Omaha, NE 68144-3451; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 07/01/2009; 80; 80; Service customers and supervise employees. 2) PRM Properties, LLC; investment-related; 2835 S. 132nd Street, Omaha, NE 68144; Investment or Commercial Property; Owner; President; 11/30/2016; 2; 0; lending/borrowing activities, control of checkbook, review bank statements, make deposits, pay bills/co-signor on checking account. 3) Metro Community College; Non-investment-related; 5300 N 30th St., Omaha, NE 68111; Education; Employee; Employee; 3/2/2020; 20; 0; teaching licensing course for insurance in the evenings, helping with pre-licensing requirements and to pass the state exam.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-22
S63 Uniform Securities Agent State Law Examination 2008-09-06
  • S65 Uniform Investment Adviser Law Examination
    2022-11-22
  • S63 Uniform Securities Agent State Law Examination
    2008-09-06
Other Names
  • Tanya Korynn Williams

View on SEC IAPD

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