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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
AZ RA APPROVED 2025-07-28
CA RA APPROVED 2020-10-05
  • AZ RA
    APPROVED
    Since 2025-07-28
  • CA RA
    APPROVED
    Since 2020-10-05

Branch Locations

2261 Morello Avenue Suite A, Pleasant Hill, CA 94523 • 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 Vp Management Corp Pleasant Hill CA 01/2011 Present
Chelsea Brackett Insurance Agency Pleasant Hill CA 01/2011 Present
State Farm Investment Management Company Pleasant Hill CA 10/2020 Present
  • 01/2011 → Present
    State Farm Vp Management Corp
    Pleasant Hill, CA
  • 01/2011 → Present
    Chelsea Brackett Insurance Agency
    Pleasant Hill, CA
  • 10/2020 → Present
    State Farm Investment Management Company
    Pleasant Hill, CA
Other Businesses

1) Chelsea Brackett's Insurance Agency; Insurance Agency; Investment-related; 2261 Morello Ave Ste A Pleasant Hill, CA 94523-1812; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2011; 80; 80; Service customers and supervise employees 2) East Bay Eclipse Soccer Club; Non-Investment Related; 346 Rheem Blvd Ste #210 Moraga, CA 94556; Other; Other; None; 08/14/2026; 5; 1; Manager of son's soccer team

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2010-06-11
  • S63 Uniform Securities Agent State Law Examination
    2010-06-11
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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