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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
AK RA APPROVED 2023-07-17
  • AK RA
    APPROVED
    Since 2023-07-17

Branch Locations

1600 Indiana Ave, Fairbanks, AK 99709 • 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
Unemployed Aurora CO 11/2019 12/2019
James Kaiser Bozeman MT 12/2019 05/2023
Northwestern Mutual Investment Services Llc Fairbanks AK 12/2019 05/2023
Matthew Raymond State Farm Fairbanks AK 11/2015 07/2018
Unemployed Na CO 07/2018 08/2018
Greg Kostuk State Farm Arvada CO 08/2018 11/2018
Cuso Financial Services Lp Centennial CO 11/2018 11/2019
Kelly Skaggs Bozeman MT 01/2020 05/2023
Northwestern Mutual Wealth Management Company Milwaukee WI 11/2020 05/2023
Matthew Raymond Insurance Agency Fairbanks AK 05/2023 Present
State Farm Vp Management Corp. Fairbanks AK 06/2023 Present
State Farm Investment Management Corp Fairbanks AK 07/2023 Present
  • 11/2019 → 12/2019
    Unemployed
    Aurora, CO
  • 12/2019 → 05/2023
    James Kaiser
    Bozeman, MT
  • 12/2019 → 05/2023
    Northwestern Mutual Investment Services Llc
    Fairbanks, AK
  • 11/2015 → 07/2018
    Matthew Raymond State Farm
    Fairbanks, AK
  • 07/2018 → 08/2018
    Unemployed
    Na, CO
  • 08/2018 → 11/2018
    Greg Kostuk State Farm
    Arvada, CO
  • 11/2018 → 11/2019
    Cuso Financial Services Lp
    Centennial, CO
  • 01/2020 → 05/2023
    Kelly Skaggs
    Bozeman, MT
  • 11/2020 → 05/2023
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 05/2023 → Present
    Matthew Raymond Insurance Agency
    Fairbanks, AK
  • 06/2023 → Present
    State Farm Vp Management Corp.
    Fairbanks, AK
  • 07/2023 → Present
    Fairbanks, AK
Other Businesses

1) Matthew Raymond's Insurance Agency; Investment-related; 3875 Geist Rd Ste C Fairbanks AK 99709-3564; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 05/02/2023; 80; 80; Service customers

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-05-02
  • S63 Uniform Securities Agent State Law Examination
    2016-05-02
Designations
  • Chartered Financial Consultant
Other Names
  • Kendal Jane Bailey
  • Kendal Bailey
  • Kendal Bailey
  • Kendal Maler

View on SEC IAPD

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