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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 |
|---|---|---|---|
| WI | RA | APPROVED | 2023-06-07 |
Branch Locations
410 Hawthorn Dr Suite 103, West Bend, WI 53095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-15 |
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