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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2024-10-21 |
| WI | RA | APPROVED | 2023-07-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Melissa Schafer Insurance Agency | Mount Pleasant | WI | 11/2014 | Present |
| State Farm Vp Management Corp. | Mount Pleasant | WI | 11/2014 | Present |
| State Farm Investment Management Corp. | Mt. Pleasant | WI | 12/2018 | 06/2019 |
| State Farm Investment Management Corp | Mt Pleasant | WI | 07/2023 | Present |
1) Melissa Schafer's Insurance Agency; Insurance Agency; Investment-related; 5809 Durand Ave Mt Pleasant, WI 53406-5012; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 11/1/2014; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-10-17 |
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