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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
WI RA APPROVED 2023-06-07
  • WI RA
    APPROVED
    Since 2023-06-07

Branch Locations

410 Hawthorn Dr Suite 103, West Bend, WI 53095 • 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
Steven Paykel Insurance Agency West Bend WI 03/2013 Present
State Farm Vp Management Corp West Bend WI 03/2013 Present
State Farm Investment Management Corp West Bend WI 06/2023 Present
  • 03/2013 → Present
    Steven Paykel Insurance Agency
    West Bend, WI
  • 03/2013 → Present
    State Farm Vp Management Corp
    West Bend, WI
  • 06/2023 → Present
    West Bend, WI
Other Businesses

1) Steven Paykel's Insurance Agency; Insurance Agency; Investment-related; 410 Hawthorn Dr West Bend, WI 53095-4628; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2010; 80; 80; Service customers and supervise employees.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-01
S63 Uniform Securities Agent State Law Examination 2009-10-15
  • S65 Uniform Investment Adviser Law Examination
    2023-06-01
  • S63 Uniform Securities Agent State Law Examination
    2009-10-15
Other Names
  • Steve Paykel

View on SEC IAPD

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