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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-06-05 |
| WI | RA | APPROVED | 2023-06-05 |
Branch Locations
2904 Roosevelt Rd Suite 2, Saint Cloud, MN 56301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp | St Cloud | MN | 01/2015 | Present |
| Ken Bellicot Insurance Agency | St Cloud | MN | 01/2015 | Present |
| State Farm Investment Management Corp | Saint Cloud | MN | 01/2019 | 07/2019 |
| State Farm Investment Management Corp | Saint Cloud | MN | 06/2023 | Present |
1) WILSON HOME BUILDERS, LLC; non-investment; 1003 2ND ST S, Cold Spring, MN 56320; BUILDING NEW HOMES; partner; 7/15/2021; 5; 0; none. 2) KAB PROPERTIES LLC; Investment-related; 2244 ORCHID LOOP S, St. Cloud, MN 56301; investment or commercial property; owner; 2/1/2022; 1; 0; none. 3) Kenneth Bellicot's Insurance Agency; Insurance Agency; Investment-related; 2904 Roosevelt Rd Ste 2 Saint Cloud, MN 56301-9109; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 1/1/2015; 80; 80; Service customers and supervise employees 4) GREATER ST CLOUD PUBLIC SAFETY FOUNDATION; non-investment related; 11TH AVE N ST CLOUD MN 56301; Association/Committee/Council; Director (includes sitting on Board of Directors); Chairman; 07/01/2023; 10; 5; BOARD MEMBER FOR REGIONAL PUBLICE SAFETY FOUNDATION SUPPORTING FIRST RESPONDERS AND THEIR FAMILIES 5) ROTARY CLUB OF ST CLOUD; non-investment related; 1 MAIN ST ST CLOUD MN 56301; Association/Committee/Council; Board Member; Vice President; 07/01/2023; 6; 2; VOTING BOARD MEMBER, LOCAL ROTARY CLUB 6) ST CLOUD ROTARY FOUNDATION; non-investment related; 1 Main St St Cloud MN 56301; Other; Director (includes sitting on Board of Directors); None; 08/15/2023; 2; 2; REVIEW STRATEGIES EMPLOYED BY USBANK HIRED AS ADVISORS ON THE ACCOUNT TOTALLING OVER $1.4MILLION - ANY CHANGES MUST BE MADE BY FULL BOARD APPROVAL REQUIRING QUORUM. REVIEW GRANT RECOMMENDATIONS TO MAKE SURE THEY COMPLY WITH THE BYLAWS SET FORTH BY THE CLUB AND FOUNDATION, 501C3 FOUNDATION FOR LOCAL ROTARY CLUB GIFT RECEIVING AND PLACEHOLDER FOR REVENUES GENERATED FROM CLUB ACTIVITIES TO BE UTILIZED FOR CURRENT AND FUTURE COMMUNITY GIVING PROJECTS APPROVED BY THE CLUB BOARD
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-24 |
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