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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
OH RA APPROVED 2023-02-27
  • OH RA
    APPROVED
    Since 2023-02-27

Branch Locations

25630 Bagley Road, Olmsted Falls, OH 44138-1916 • United States

145836 Madison Ave, Lakewood, OH 44107 • 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
State Farm Vp Management Corp Lakewood OH 10/2014 02/2019
Lindsay Perrico Insurance Agency Lakewood OH 10/2014 Present
State Farm Vp Management Corp Lakewood OH 11/2022 Present
State Farm Investment Management Corp Lakewood OH 02/2023 Present
Lindsay Perrico Insurance Agency Olmsted Falls OH 01/2026 Present
State Farm Investment Management Corp Olmsted Falls OH 01/2026 Present
State Farm Vp Management Corp Olmsted Falls OH 01/2026 Present
  • 10/2014 → 02/2019
    State Farm Vp Management Corp
    Lakewood, OH
  • 10/2014 → Present
    Lindsay Perrico Insurance Agency
    Lakewood, OH
  • 11/2022 → Present
    State Farm Vp Management Corp
    Lakewood, OH
  • 02/2023 → Present
    Lakewood, OH
  • 01/2026 → Present
    Lindsay Perrico Insurance Agency
    Olmsted Falls, OH
  • 01/2026 → Present
    Olmsted Falls, OH
  • 01/2026 → Present
    State Farm Vp Management Corp
    Olmsted Falls, OH
Other Businesses

1) Lindsay Perrico Insurance Agency; Investment-related; 14583 Madison Ave Lakewood, OH 44107 and 25630 Bagley Road Olmsted Falls, OH 44138-1916; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 10/1/2014; 80; 80; Service customers and supervise employees. 2) Working Women Connection Group; non-investment-related; 8900 Broadview Road, Broadview Hts, OH 44147; Membership/Civic/Fraternal Organization; Officer; Vice President; 04/10/2025;3;3; I keep track of our chapter's attendance and how many referrals we have exchanged. 3) KNF Marketing and Consulting LLC; Non-Investment Related; 8120 Daventree Drive Brecksville, OH 44141; Other; Owner; President; 02/28/2026; 5; 0; Paying for marketing business for our agencies.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-06
S63 Uniform Securities Agent State Law Examination 2022-12-16
  • S65 Uniform Investment Adviser Law Examination
    2023-02-06
  • S63 Uniform Securities Agent State Law Examination
    2022-12-16
Other Names
  • Lindsay Beth Hubert

View on SEC IAPD

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