Best Investors Account Sign in
Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
MI RA APPROVED 2025-01-01
ND RA APPROVED 2025-01-01
WI RA APPROVED 2025-01-01
IL RA APPROVED 2023-03-10
MN RA APPROVED 2022-08-29
  • FL RA
    APPROVED
    Since 2025-01-01
  • MI RA
    APPROVED
    Since 2025-01-01
  • ND RA
    APPROVED
    Since 2025-01-01
  • WI RA
    APPROVED
    Since 2025-01-01
  • IL RA
    APPROVED
    Since 2023-03-10
  • MN RA
    APPROVED
    Since 2022-08-29

Branch Locations

434 Hale Ave N Ste 160, Oakdale, MN 55128 • United States

New Richmond, WI • United States

Tasp 206 2Nd St, Hudson, WI 54016 • United States

2217 Vine St Ste. 100, Hudson, WI 54016 • 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. Woodbury MN 01/2016 09/2025
Matt Jonza Insurance Agency Woodbury MN 01/2016 09/2025
State Farm Investment Management Corp Woodbury MN 08/2018 06/2019
State Farm Investment Management Corp Woodbury MN 08/2022 09/2025
Matt Jonza Insurance Agency Hudson WI 04/2023 Present
State Farm Investment Management Corp Hudson WI 04/2023 Present
State Farm Vp Management Corp. Hudson WI 04/2023 Present
State Farm Investment Management Corp Oakdale MN 09/2025 Present
State Farm Vp Management Corp Oakdale MN 09/2025 Present
Matt Jonza Insurance Agency Oakdale MN 09/2025 Present
Matt Jonza Insurance Agency New Richmond WI 11/2025 Present
State Farm Investment Management Corp New Richmond WI 11/2025 Present
State Farm Vp Management Corp New Richmond WI 11/2025 Present
Other Businesses

1) FastKat LLC; investment-related; 594 Hayward Ave N, Oakdale, MN 55128; Investment or Commercial property; owner; 7/1/2020; 1; 0; Review books with my accountant for accuracy. 2) Matthew Jonza's Insurance Agency; Insurance Agency; Investment-related; 434 Hale Ave N Ste 160, Oakdale, MN 55128-5378; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 1/1/2016; 80; 80; Service customers and supervise employees 3) Direct Clicks Inc; Non-Investment-Related; 1915 Highway 36 W Saint Paul MN 55113; Other; Owner; 06/01/2017; 12; 12; NONE; Partial Ownership 4) Mana Kat LLC; investment-related; 3240 Nevada Ave N Crystal, MN 55427; Investment or Commercial Property; Owner; none; 9/29/2023; 1; 0; Duties: Privately held rental building; This is a triplex residential rental.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-24
S63 Uniform Securities Agent State Law Examination 2014-06-28
  • S65 Uniform Investment Adviser Law Examination
    2022-08-24
  • S63 Uniform Securities Agent State Law Examination
    2014-06-28

View on SEC IAPD

More in Oakdale, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor