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State Farm Investment Management Corp. CRD 3487
$12.9B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2020-12-10 |
| MO | RA | APPROVED | 2020-12-10 |
Branch Locations
1208 Sw Us Highway 40 Blue Springs, Mo, Blue Springs, MO 64015-4612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clinton Osborn Insurance Agency | Blue Springs | MO | 01/2015 | Present |
| State Farm Vp Management Corp | Blue Springs | MO | 01/2015 | Present |
| State Farm Investment Management Corp. | Blue Springs | MO | 12/2020 | Present |
1) C & JO Management; Investment-Related; 10451 Hwy D Napoleon MO 64074; Investment or Commercial Property; Partner; 07/09/2020; 0;0. 2) Clinton Osborn's Insurance Agency; Insurance Agency; Investment-related; 1208 SW Us Highway 40 Blue Springs, MO 64015-4612; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 1/1/2015; 80; 80; Service customers and supervise employees 3) W-N R-IX School District; investment-related; 800 MO-131 Wellington, MO 64097; Education; Board member; none; 05/01/2023; 6; 0; serving as a school board member
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-26 |
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