Margaret Theresa Busch

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2015 → 03/2019
  State Farm Vp Management Corp.
  Lynnwood, WA
• 03/2015 → 03/2019
  Margaret Busch Insurance Agency
  Lynnwood, WA
• 09/2018 → 03/2019
  State Farm Investment Management Corp.
  Lynnwood, WA
• 03/2019 → 12/2023
  State Farm Vp Management Corp.
  Mukilteo, WA
• 03/2019 → 01/2020
  Margaret Busch Insurance Agency
  Mukilteo, WA
• 05/2019 → 10/2019
  State Farm Investment Management Corp
  Mukilteo, WA
• 02/2020 → 12/2023
  State Farm Insurance
  Mukilteo, WA
• 09/2021 → 12/2023
  State Farm Investment Management Corp
  Mukilteo, WA
• 01/2024 → Present
  State Farm Investment Management Corp
  Vail, AZ
• 01/2024 → Present
  State Farm Vp Management Corp.
  Vail, AZ
• 01/2024 → Present
  State Farm Insurance
  Vail, AZ

Other Businesses

1) Teri Busch - Property #1 (Personally Held Real Estate); Investment-related; 42205 133rd Ave NE North Bend, WA 98045; Investment or Commercial Property; Owner; none; 2/1/2023; 1; 0; Duties 2) Margaret Busch - Property #1 (personally Held Real Estate); Investment-related; 90 Ocean Spray Ct Cle Elum WA 98922; Investment or Commercial Property; Owner; 10/05/2024; 2; 0; Residential Rental Unit. Single Family Home. With a Property Manager, pay bills/Co-Signor on checking account, Lending/Borrowing Activities, Review bank statements 3) Sycamore Elementary PTA; Non-Investment Related; 16701 S Houghton Rd Vail, AZ 85641; Education; Board Member; None; 07/29/2026; 4; 1; Member at large. Will help with fund raisers, teacher appreciation events, reading nights, movie nights and just general help.

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-09-22

Designations

• Chartered Financial Consultant

Other Names

• Teri Busch