Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| LA | RA | APPROVED | 2020-04-27 |
| TX | RA | APPROVED | 2018-08-16 |
Branch Locations
2040 Hland Vlg Road Suite 200, Highland Vlg, TX 75077-7139 • United States
5160 Village Creek Dr Ste 100, Plano, TX 75093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp | Highland Village | TX | 05/2015 | Present |
| Andrew Roethele Insurance Agency | Highland Village | TX | 05/2015 | Present |
| State Farm Investment Management Corp | Highland Village | TX | 07/2018 | Present |
| State Farm Vp Management Corp | Plano | TX | 07/2023 | Present |
| Andrew Roethele Insurance Agency | Plano | TX | 07/2023 | Present |
| State Farm Investment Management Corp | Plano | TX | 07/2023 | Present |
1) Andrew Roethele's Insurance Agency; Insurance Agency; Investment-related; 2040 Hland Vlg Rd Ste 200 Highland Vlg, TX 75077-7139; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 05/01/2015; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-18 |
Reach out to this advisor