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
IL RA APPROVED 2025-09-24
IA RA APPROVED 2025-09-24
MI RA APPROVED 2025-09-24
MN RA APPROVED 2025-09-24
WI RA APPROVED 2025-09-24
  • IL RA
    APPROVED
    Since 2025-09-24
  • IA RA
    APPROVED
    Since 2025-09-24
  • MI RA
    APPROVED
    Since 2025-09-24
  • MN RA
    APPROVED
    Since 2025-09-24
  • WI RA
    APPROVED
    Since 2025-09-24

Branch Locations

4703 Monona Dr, Monona, WI 53716 • 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
Julie Bass-Devries Insurance Agency Monona WI 01/2007 Present
State Farm Vp Management Corp Monona WI 01/2007 Present
State Farm Investment Management Corp Monona WI 09/2025 Present
  • 01/2007 → Present
    Julie Bass-Devries Insurance Agency
    Monona, WI
  • 01/2007 → Present
    State Farm Vp Management Corp
    Monona, WI
  • 09/2025 → Present
    Monona, WI
Other Businesses

1. Julie Bass-DeVries's Insurance Agency; Insurance Agency; Investment-related; 4703 Monona Dr Monona, WI 53716-2630; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2007; 80; 80; Service customers and supervise employees. 2. 4703 Monona Dr., LLC; investment-related; INVESTMENT or COMMERCIAL PROPERTY ; 4703 Monona Dr., Monona, WI 53716; Investment or Commercial Property; Owner; President; 1/27/2017; 1; 0; control of checkbook, review bank statements, make deposits, pay bills/co-signor on checking account.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-05-13
  • S63 Uniform Securities Agent State Law Examination
    2006-05-13
Designations
Other Names
  • Julie Bass
  • Julie Bass-Devries
  • Julie Ann Bass-Devries

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Monona, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor