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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 |
|---|---|---|---|
| MO | RA | APPROVED | 2026-04-13 |
| AZ | RA | APPROVED | 2024-09-30 |
| OR | RA | APPROVED | 2024-09-24 |
| CA | RA | APPROVED | 2024-09-19 |
| WA | RA | APPROVED | 2018-09-24 |
Branch Locations
1550 140Th Ave Ne, Ste. 100, Bellevue, WA 98005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp | Bellevue | WA | 07/2015 | Present |
| Theresa Nguyen Insurance Agency | Bellevue | WA | 07/2015 | Present |
| State Farm Investment Management Corp | Bellevue | WA | 09/2018 | Present |
1) Theresa Nguyen's Insurance Agency; Insurance Agency; Investment-related; 1550 140th Ave NE, Suite 100 Bellevue, WA 98005-4200; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 7/1/2015; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-13 |
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