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Annie Daliza Frits

State Farm Investment Management Corp.

Zionsville, IN

CRD 6400126

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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
IN RA APPROVED 2020-04-23
AZ RA APPROVED 2018-11-19
  • IN RA
    APPROVED
    Since 2020-04-23
  • AZ RA
    APPROVED
    Since 2018-11-19

Branch Locations

Zionsville, IN • 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
Annie Frits Insurance Agency Tucson AZ 05/2015 03/2020
State Farm Vp Management Corp Tucson AZ 05/2015 03/2020
State Farm Investment Management Corp Tucson AZ 09/2018 03/2020
State Farm Vp Management Corp. Marana AZ 04/2020 12/2025
State Farm Investment Management Corp. Marana AZ 04/2020 12/2025
State Farm Insurance Marana AZ 04/2020 12/2025
State Farm Insurance Zionsville IN 12/2025 Present
State Farm Investment Management Corp. Zionsville IN 12/2025 Present
State Farm Vp Management Corp. Zionsville IN 12/2025 Present
  • 05/2015 → 03/2020
    Annie Frits Insurance Agency
    Tucson, AZ
  • 05/2015 → 03/2020
    State Farm Vp Management Corp
    Tucson, AZ
  • 09/2018 → 03/2020
    State Farm Investment Management Corp
    Tucson, AZ
  • 04/2020 → 12/2025
    State Farm Vp Management Corp.
    Marana, AZ
  • 04/2020 → 12/2025
    State Farm Investment Management Corp.
    Marana, AZ
  • 04/2020 → 12/2025
    State Farm Insurance
    Marana, AZ
  • 12/2025 → Present
    State Farm Insurance
    Zionsville, IN
  • 12/2025 → Present
    State Farm Investment Management Corp.
    Zionsville, IN
  • 12/2025 → Present
    State Farm Vp Management Corp.
    Zionsville, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-16
S63 Uniform Securities Agent State Law Examination 2014-12-10
  • S65 Uniform Investment Adviser Law Examination
    2018-11-16
  • S63 Uniform Securities Agent State Law Examination
    2014-12-10
Other Names
  • Annie Daliza Rodriguez De Frits

View on SEC IAPD

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