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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
IL RA APPROVED 2024-06-06
MI RA APPROVED 2024-06-06
MN RA APPROVED 2024-06-06
WI RA APPROVED 2024-01-31
  • IL RA
    APPROVED
    Since 2024-06-06
  • MI RA
    APPROVED
    Since 2024-06-06
  • MN RA
    APPROVED
    Since 2024-06-06
  • WI RA
    APPROVED
    Since 2024-01-31

Branch Locations

5725 Windy Dr Suite E, Stevens Point, WI 54482 • 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
White Bear Lake Superstore White Bear Lake MN 08/2015 08/2019
Unemployed Woodbury MN 08/2019 02/2020
Luther Automotive Brooklyn Center MN 02/2020 11/2022
Scott Bohnen Insurance Agency White Bear Lake MN 05/2023 01/2024
State Farm Vp Management Corp White Bear Lake MN 11/2023 01/2024
Ty Haschig Insurance Agency White Bear Lake MN 10/2023 01/2024
Unemployed Woodbury MN 11/2022 05/2023
State Farm Vp Management Corp Woodbury MN 01/2024 03/2024
State Farm Investment Management Corp Woodbury MN 01/2024 03/2024
State Farm Insurance Woodbury MN 01/2024 03/2024
State Farm Vp Management Corp Plover WI 03/2024 06/2024
State Farm Investment Management Corp Plover WI 03/2024 06/2024
State Farm Insurance Plover WI 03/2024 06/2024
Cheryl Ruedy's Insurance Agency Stevens Point WI 06/2024 Present
State Farm Investment Management Corp Stevens Point WI 06/2024 Present
State Farm Vp Management Corp Stevens Point WI 06/2024 Present
  • 08/2015 → 08/2019
    White Bear Lake Superstore
    White Bear Lake, MN
  • 08/2019 → 02/2020
    Unemployed
    Woodbury, MN
  • 02/2020 → 11/2022
    Luther Automotive
    Brooklyn Center, MN
  • 05/2023 → 01/2024
    Scott Bohnen Insurance Agency
    White Bear Lake, MN
  • 11/2023 → 01/2024
    State Farm Vp Management Corp
    White Bear Lake, MN
  • 10/2023 → 01/2024
    Ty Haschig Insurance Agency
    White Bear Lake, MN
  • 11/2022 → 05/2023
    Unemployed
    Woodbury, MN
  • 01/2024 → 03/2024
    State Farm Vp Management Corp
    Woodbury, MN
  • 01/2024 → 03/2024
    Woodbury, MN
  • 01/2024 → 03/2024
    State Farm Insurance
    Woodbury, MN
  • 03/2024 → 06/2024
    State Farm Vp Management Corp
    Plover, WI
  • 03/2024 → 06/2024
    Plover, WI
  • 03/2024 → 06/2024
    State Farm Insurance
    Plover, WI
  • 06/2024 → Present
    Cheryl Ruedy's Insurance Agency
    Stevens Point, WI
  • 06/2024 → Present
    Stevens Point, WI
  • 06/2024 → Present
    State Farm Vp Management Corp
    Stevens Point, WI
Other Businesses

1) Cheryl Ruedy's Insurance Agency; Investment-related; 5725 Windy Dr, Suite E Stevens Point, WI 54482; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 6/1/2024; 80; 80; Service customers and supervise employees 2) BEADS & DREAMS LLC; non-investment-related; 9078 SIERRA RD WOODBURY MN 55125; retail; owner; owner; 06/01/2020; 1; 0; jewelry making

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-08
S63 Uniform Securities Agent State Law Examination 2023-04-05
S66 Uniform Combined State Law Examination 2009-04-08
  • S65 Uniform Investment Adviser Law Examination
    2023-09-08
  • S63 Uniform Securities Agent State Law Examination
    2023-04-05
  • S66 Uniform Combined State Law Examination
    2009-04-08
Other Names
  • Cheryl Staub
  • Cheryl Ruedy
  • Cheryl Hagin
  • Ceryl Jackson
  • Cheryl Anastasia Ruedy
  • Cheryl Anastasia Hagin
  • Cheryl Anastasia Staub
  • Cheryl Anastasia Jackson
  • Cheryl Anastasia Thielen
  • Cheryl Anastasia Wojciechowski

View on SEC IAPD

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