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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
IA RA APPROVED 2021-10-05
  • IA RA
    APPROVED
    Since 2021-10-05

Branch Locations

4436 E University Ave, Pleasant Hill, IA 50327 • United States

Johnston, IA • 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
Corey Chancellor Insurance Agency Pleasant Hill IA 08/2014 Present
State Farm Vp Management Corp Pleasant Hill IA 08/2014 Present
State Farm Investment Management Corp Pleasant Hill ID 10/2021 Present
  • 08/2014 → Present
    Corey Chancellor Insurance Agency
    Pleasant Hill, IA
  • 08/2014 → Present
    State Farm Vp Management Corp
    Pleasant Hill, IA
  • 10/2021 → Present
    Pleasant Hill, ID
Other Businesses

1) Corey Chancellor's Insurance Agency; Insurance Agency; Investment-related; 4436 E University Ave Pleasant Hill, IA 50327-1701; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 8/1/2014; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-04-28
  • S63 Uniform Securities Agent State Law Examination
    2014-04-28
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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