Best Investors Account Sign in
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
TX RA APPROVED 2018-08-10
  • TX RA
    APPROVED
    Since 2018-08-10

Branch Locations

Burleson, TX • United States

Cleburne, TX • 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
State Farm Insurance Keller TX 03/2015 05/2018
State Farm V.P. Management Corp. Keller TX 03/2015 05/2018
State Farm V.P. Management Corp. Burleson TX 05/2018 08/2019
State Farm Insurance Burleson TX 05/2018 08/2019
State Farm Investment Management Corp Burleson TX 08/2018 08/2019
State Farm Investment Management Corp Cleburne TX 08/2019 Present
State Farm Insurance Cleburne TX 08/2019 03/2025
State Farm Vp Management Corp Cleburne TX 08/2019 Present
State Farm Insurance Cleburne TX 03/2025 12/2025
State Farm Insurance Cleburne TX 01/2026 Present
  • 03/2015 → 05/2018
    State Farm Insurance
    Keller, TX
  • 03/2015 → 05/2018
    State Farm V.P. Management Corp.
    Keller, TX
  • 05/2018 → 08/2019
    State Farm V.P. Management Corp.
    Burleson, TX
  • 05/2018 → 08/2019
    State Farm Insurance
    Burleson, TX
  • 08/2018 → 08/2019
    Burleson, TX
  • 08/2019 → Present
    Cleburne, TX
  • 08/2019 → 03/2025
    State Farm Insurance
    Cleburne, TX
  • 08/2019 → Present
    State Farm Vp Management Corp
    Cleburne, TX
  • 03/2025 → 12/2025
    State Farm Insurance
    Cleburne, TX
  • 01/2026 → Present
    State Farm Insurance
    Cleburne, TX
Other Businesses

1) EdgeplexTX LLC; non-investment-related; 2737 Los Alamos Trail, Fort Worth, TX 76131; Men's haircut facility; partner 33%; 9/1/15; Running payroll twice per month; 3 hrs./mo.; 0 hrs./mo. 2) HOA Board; non-investment-related; 4008 Highland Oaks Lane Cleburne TX 76031; Association/Committee/Council; Board Member; Treasurer; 12/01/2023; 2; 0; Review bank statements, Issue late notices to homeowners that have not paid their HOA dues, Running for a seat on the homeowner's association board. Anticipate being elected. 3) Blake Herren - Property #1 (Personally Held Real Estate); Investment-Related; Av. Coba Sur Manzana 1, Lot 2, Villas Tulum Tulum, QR 77764; Other; Owner; 05/09/2024; 1; 0; Personally owned Condo that I rent on Airbnb. 4) Blake Herren - Property #2 (personally Held Real Estate); Investment-Related; 1812 Chesapeake Dr Crowley, TX 76036; Investment or Commercial Property; Owner; 10/27/2024; 1; 0; Residential home that was purchased to lease out.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-09-25
  • S63 Uniform Securities Agent State Law Examination
    2009-09-25
Designations
  • Chartered Financial Consultant

View on SEC IAPD

More in Burleson, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor