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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
SD RA APPROVED 2024-12-16
WI RA APPROVED 2024-12-16
MN RA APPROVED 2022-09-27
ND RA APPROVED 2022-09-12
  • SD RA
    APPROVED
    Since 2024-12-16
  • WI RA
    APPROVED
    Since 2024-12-16
  • MN RA
    APPROVED
    Since 2022-09-27
  • ND RA
    APPROVED
    Since 2022-09-12

Branch Locations

3981 Zarthan Ave S, St Louis Park, MN 55416 • 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
Tom Weber Insurance Agency Fargo ND 03/2020 08/2022
Scheels Home And Hardware Fargo ND 07/2019 03/2020
Preference Employment Solutions Fargo ND 04/2019 07/2019
Horace Lutheran Church Horace ND 08/2012 04/2019
State Farm Vp Management Corp Fargo ND 12/2021 01/2023
State Farm Insurance Fargo ND 09/2022 01/2023
State Farm Investment Management Corp Fargo ND 09/2022 01/2023
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 01/2023 Present
  • 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
    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
    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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-30
S63 Uniform Securities Agent State Law Examination 2022-04-26
  • S65 Uniform Investment Adviser Law Examination
    2022-06-30
  • S63 Uniform Securities Agent State Law Examination
    2022-04-26

View on SEC IAPD

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