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Michael Paul Eldred

State Farm Investment Management Corp.

Roseville, CA

CRD 6372377

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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
NV RA APPROVED 2026-03-25
AZ RA APPROVED 2023-06-16
OR RA APPROVED 2022-07-13
CA RA APPROVED 2018-12-03
  • NV RA
    APPROVED
    Since 2026-03-25
  • AZ RA
    APPROVED
    Since 2023-06-16
  • OR RA
    APPROVED
    Since 2022-07-13
  • CA RA
    APPROVED
    Since 2018-12-03

Branch Locations

800 Sunrise Ave Suite B, Roseville, CA 95661-4575 • 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
State Farm Vp Management Corp Roseville CA 10/2014 Present
Michael Eldred Insurance Agency Roseville CA 03/2015 Present
State Farm Investment Management Corp. Roseville CA 08/2018 Present
  • 10/2014 → Present
    State Farm Vp Management Corp
    Roseville, CA
  • 03/2015 → Present
    Michael Eldred Insurance Agency
    Roseville, CA
  • 08/2018 → Present
    Roseville, CA
Other Businesses

1) Michael Eldred's Insurance Agency; Insurance Agency; Investment-related; 800 Sunrise Ave Ste B Roseville, CA 95661-4575; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 03/01/2015; 80; 80; Service customers and supervise employees 2) Bear Hugs Hideaway; investment-related; 24725 E Arthur Hailey Rd Rhododendron, OR 97049; Investment or Commercial Property; Owner; none; 5/17/2024; 1; 0; Duties: Personally Held Real Estate

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-03
S63 Uniform Securities Agent State Law Examination 2014-08-29
  • S65 Uniform Investment Adviser Law Examination
    2018-12-03
  • S63 Uniform Securities Agent State Law Examination
    2014-08-29
Other Names
  • Mike Eldred

View on SEC IAPD

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