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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2025-09-11 |
| FL | RA | APPROVED | 2025-06-23 |
Branch Locations
900 Sw Pine Island Rd Ste 117, Cape Coral, FL 33991 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp. | Cape Coral | FL | 05/2007 | Present |
| Christine Michalec Insurance Agency | Cape Coral | FL | 06/2007 | Present |
| State Farm Vp Management Corp. | Cape Coral | FL | 04/2025 | Present |
1. Christine McIntyre's Insurance Agency; Insurance Agency; Investment-related; 900 SW Pine Isl Rd Ste 117 Cape Coral, FL 33991-1981; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 06/01/2007; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-03 |
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