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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
TX RA APPROVED_RES 2026-02-16
CO RA APPROVED 2023-07-14
KS RA APPROVED 2023-07-14
MO RA APPROVED 2023-07-14
OK RA APPROVED 2023-07-14
  • TX RA
    APPROVED_RES
    Since 2026-02-16
  • CO RA
    APPROVED
    Since 2023-07-14
  • KS RA
    APPROVED
    Since 2023-07-14
  • MO RA
    APPROVED
    Since 2023-07-14
  • OK RA
    APPROVED
    Since 2023-07-14

Branch Locations

6400 W 110Th St Suite 100, Overland Park, KS 66211 • 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
Miles Finch Insurance Agency Overland Park KS 04/2020 Present
State Farm Insurance Bloomington IL 12/2019 04/2020
Randy Willingham Insurance Agency Oklahoma City OK 04/2016 12/2019
State Farm Vp Management Corp Overland Park KS 01/2022 Present
State Farm Investment Management Corp Overland Park KS 07/2023 Present
  • 04/2020 → Present
    Miles Finch Insurance Agency
    Overland Park, KS
  • 12/2019 → 04/2020
    State Farm Insurance
    Bloomington, IL
  • 04/2016 → 12/2019
    Randy Willingham Insurance Agency
    Oklahoma City, OK
  • 01/2022 → Present
    State Farm Vp Management Corp
    Overland Park, KS
  • 07/2023 → Present
    Overland Park, KS
Other Businesses

1) Miles Finch's Insurance Agency; Investment-related; 6400 W 110th St Ste 100 Overland Park, KS 66211-1585; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 4/1/2020; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-10
S63 Uniform Securities Agent State Law Examination 2022-04-29
  • S65 Uniform Investment Adviser Law Examination
    2023-07-10
  • S63 Uniform Securities Agent State Law Examination
    2022-04-29

View on SEC IAPD

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