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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
OR RA APPROVED 2023-12-12
AZ RA APPROVED 2023-07-12
CA RA APPROVED 2023-05-08
  • OR RA
    APPROVED
    Since 2023-12-12
  • AZ RA
    APPROVED
    Since 2023-07-12
  • CA RA
    APPROVED
    Since 2023-05-08

Branch Locations

Gold River, CA • United States

575 University Ave Suite 100, Sacramento, CA 95825 • 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
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
  • 06/2018 → 11/2021
    Ken Schuurman Insurance Agency
    Sacramento, CA
  • 01/2018 → 05/2018
    State Farm Insurnace
    Tempe, AZ
  • 02/1999 → 02/2018
    Pepsico - Frito Lay
    Manteca, CA
  • 11/2021 → Present
    State Farm Vp Management Corp.
    Sacramento, CA
  • 11/2021 → Present
    Ken Schuurman Insurance Agency
    Sacramento, CA
  • 05/2023 → Present
    Sacramento, CA
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-26
S63 Uniform Securities Agent State Law Examination 2022-03-15
  • S65 Uniform Investment Adviser Law Examination
    2023-04-26
  • S63 Uniform Securities Agent State Law Examination
    2022-03-15

View on SEC IAPD

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