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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
KS RA APPROVED 2020-12-10
MO RA APPROVED 2020-12-10
  • KS RA
    APPROVED
    Since 2020-12-10
  • MO RA
    APPROVED
    Since 2020-12-10

Branch Locations

1208 Sw Us Highway 40 Blue Springs, Mo, Blue Springs, MO 64015-4612 • 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
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
  • 01/2015 → Present
    Clinton Osborn Insurance Agency
    Blue Springs, MO
  • 01/2015 → Present
    State Farm Vp Management Corp
    Blue Springs, MO
  • 12/2020 → Present
    Blue Springs, MO
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-09
S63 Uniform Securities Agent State Law Examination 2014-07-26
  • S65 Uniform Investment Adviser Law Examination
    2020-12-09
  • S63 Uniform Securities Agent State Law Examination
    2014-07-26
Other Names
  • Clint Osborn
  • Clint Lee Osborn

View on SEC IAPD

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