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State Farm Investment Management Corp. CRD 3487
$12.9B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-12-12 |
| AZ | RA | APPROVED | 2023-07-12 |
| CA | RA | APPROVED | 2023-05-08 |
Branch Locations
Gold River, CA • United States
575 University Ave Suite 100, Sacramento, CA 95825 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ken Schuurman Insurance Agency | Sacramento | CA | 06/2018 | 11/2021 |
| State Farm Insurnace | Tempe | AZ | 01/2018 | 05/2018 |
| Pepsico - Frito Lay | Manteca | CA | 02/1999 | 02/2018 |
| State Farm Vp Management Corp. | Sacramento | CA | 11/2021 | Present |
| Ken Schuurman Insurance Agency | Sacramento | CA | 11/2021 | Present |
| State Farm Investment Management Corp | Sacramento | CA | 05/2023 | Present |
1) The California Fair Plan; non-investment-related; P.O. Box 76924, Los Angeles, CA 90076; California last resort fire insurance. FAIR Plan.; agent; 1/1/2020; 1; 1; sale and service of California Fair Plan Products. 2) Kenneth Schuurman's Insurance Agency; Investment-related; 4319 Marconi Ave Ste B Sacramento, CA 95821-4381; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 6/1/2018; 80; 80; Service customers and supervise employees 3) LOCAL HERO; non-investment-related; 2100 NORTHROP AVE STE 900 SACRAMENTO CA 95825; Board Member, Secretary; 3/7/2022; 8; 0; keep records of board meetings and make decisions on nonprofits and causes that meet the mission of Local Hero. Assist in fundraising and event activities for the organization
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-15 |
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