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Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2022-12-22
WI RA APPROVED 2022-12-22
  • MN RA
    APPROVED
    Since 2022-12-22
  • WI RA
    APPROVED
    Since 2022-12-22

Branch Locations

405 S. Holmen Dr Ste. 103, Holmen, WI 54636 • 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. Holmen WI 08/2014 Present
Bryan Helgeson Insurance Agency Holmen WI 04/2015 Present
State Farm Investment Management Corp Holmen WI 12/2022 Present
  • 08/2014 → Present
    State Farm Vp Management Corp.
    Holmen, WI
  • 04/2015 → Present
    Bryan Helgeson Insurance Agency
    Holmen, WI
  • 12/2022 → Present
    Holmen, WI
Other Businesses

1) Helgeson Properties LLC; Investment-related; 1101 Pioneer Dr, Holmen, WI 54636; Investment or Commercial Property; 1/6/2020; 2; 0; General property maintenance and upkeep. 2) Bryan Helgeson's Insurance Agency; Insurance Agency; Investment-related; 405 S Main St Ste 103 Holmen, WI 54636-9601; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 04/01/2015; 80; 80; Service customers and supervise employees. 3) Holmen High School - Boys Golf; Non-Investment Related; 1001 McHugh Rd Holmen, WI 54636; Education; Other; None; 03/31/2026; 40; 10; Coaching

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-09-19
  • S63 Uniform Securities Agent State Law Examination
    2014-09-19
Designations

View on SEC IAPD

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