Patrick William Loree

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

• 03/2020 → 08/2022
  Tom Weber Insurance Agency
  Fargo, ND
• 07/2019 → 03/2020
  Scheels Home And Hardware
  Fargo, ND
• 04/2019 → 07/2019
  Preference Employment Solutions
  Fargo, ND
• 08/2012 → 04/2019
  Horace Lutheran Church
  Horace, ND
• 12/2021 → 01/2023
  State Farm Vp Management Corp
  Fargo, ND
• 09/2022 → 01/2023
  State Farm Insurance
  Fargo, ND
• 09/2022 → 01/2023
  State Farm Investment Management Corp
  Fargo, ND
• 01/2023 → Present
  Patrick Loree Insurance Agency
  St Louis Park, MN
• 01/2023 → Present
  State Farm Vp Management Corp
  St Louis Park, MN
• 01/2023 → Present
  State Farm Investment Management Corp
  St Louis Park, MN

Other Businesses

1) Patrick Loree Insurance Agency; Investment-related; 3981 Zarthan Ave S St Louis Park MN 55416; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/03/2023; 80; 80; Service customers and supervise employees. 2) Frozen Flathead Services LLC; Non-Investment-related; 3124 Jersey Ave S Saint Louis Park, MN 55426; Other; Owner; 06/25/2024; 10; 0; Light Janitorial Services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-06-30
• S63 Uniform Securities Agent State Law Examination
  2022-04-26