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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 2025-06-12
MO RA APPROVED 2025-06-12
  • KS RA
    APPROVED
    Since 2025-06-12
  • MO RA
    APPROVED
    Since 2025-06-12

Branch Locations

10551 Barkley St Ste 100, Overland Park, KS 66212 • 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
Ryan Lorei Insurance Agency Overland Park KS 01/2015 Present
State Farm Vp Management Corp Overland Park KS 01/2015 Present
State Farm Investment Management Corp Overland Park KS 04/2025 Present
  • 01/2015 → Present
    Ryan Lorei Insurance Agency
    Overland Park, KS
  • 01/2015 → Present
    State Farm Vp Management Corp
    Overland Park, KS
  • 04/2025 → Present
    Overland Park, KS
Other Businesses

1. Ryan Lorei's Insurance Agency; Insurance Agency; Investment-related; 10551 Barkley St Ste 100 Overland Park, KS 66212-1879; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 1/1/2015; 80; 80; Service customers and supervise employees. 2. Gardenia Shores, LLC; Investment Related; 9934 Lee Cir Leawood, KS 66206; Investment or Commercial Property; Partner; 05/08/2024; 10; 0; Air BNB vacation home.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-12
S63 Uniform Securities Agent State Law Examination 2014-07-17
  • S65 Uniform Investment Adviser Law Examination
    2025-06-12
  • S63 Uniform Securities Agent State Law Examination
    2014-07-17

View on SEC IAPD

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