Thomas Richard Klann

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 11/2020
  State Farm Vp Management Corp
  Fort Madison, IA
• 08/2015 → 10/2020
  Thomas Klann Insurance Agency
  Fort Madison, IA
• 08/2018 → 11/2020
  State Farm Investment Management Corp
  Fort Madison, IA
• 12/2019 → 10/2020
  Thomas Klann Insurance Agency
  Burlington, IA
• 12/2019 → 10/2020
  State Farm Vp Management Corp
  Burlington, IA
• 11/2020 → 11/2020
  State Farm Insurance
  Fort Madison, IA
• 12/2020 → Present
  State Farm Insurance
  South Elgin, IL
• 12/2020 → Present
  State Farm Investment Management Corp
  South Elgin, IL
• 12/2020 → Present
  State Farm Vp Management Corp
  South Elgin, IL

Other Businesses

1) Kayla Klann Inc; Non-investment-related; 1311 Avenue B Fort Madison Iowa 52627; Service Industry; Owner; none; 3/20/2016; 5; 0; Duties. 2) Widbin Enterprises DBA Lost Bear Coffee; Non-Investment-related; 118 S Woodlawn Ave Burlington, IA 52601; Owner; 11/01/2024; 0; 0; Drive-through coffee shop. 3) Thomas Klann - Property #1 (personally Held Real Estate); Investment-Related; 701 S Atlantic Ave Units 307/407 Daytona Beach, FL 32118; Investment or Commercial Property; Owner; None; 02/03/2025; 1; 0; Personally Held Real Estate

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-10-16
• S63 Uniform Securities Agent State Law Examination
  2014-04-10