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State Farm Investment Management Corp. CRD 3487
$12.9B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2021-04-02 |
| CA | RA | APPROVED | 2021-03-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp. | Lake Oswego | OR | 04/2013 | 08/2017 |
| State Farm Insurance | Lake Oswego | OR | 06/2016 | 08/2017 |
| State Farm Insurance | Bend | OR | 08/2017 | 12/2023 |
| State Farm Vp Management Corp. | Bend | OR | 08/2017 | 12/2023 |
| State Farm Investment Management Corp. | Bend | OR | 08/2018 | 06/2019 |
| State Farm Investment Management Corp. | Bend | OR | 03/2021 | 12/2023 |
| State Farm Investment Management Corp | Powell Butte | OR | 12/2023 | Present |
| State Farm Insurance | Powell Butte | OR | 12/2023 | Present |
| State Farm Vp Management Corp | Powell Butte | OR | 12/2023 | Present |
1) C&S Miller; non-investment-related; 19379 Alianna Loop, Bend OR 97701; My wife and I are interested in purchasing a Sports Clips franchise.; Owner; 2/1/19; 10%; None, the plan is that my wife will be running the business; 5 hrs./mo.; 0 hrs./mo.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-09-27 |
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