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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
IA RA APPROVED 2026-08-28
MO RA APPROVED 2024-01-03
  • IA RA
    APPROVED
    Since 2026-08-28
  • MO RA
    APPROVED
    Since 2024-01-03

Branch Locations

1401 Sw Blvd. Suite 202, Jefferson City,, MO 65109 • 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
Student Ashland MO 03/2012 03/2022
Pathway Advisors Group Colorado Springs CO 05/2022 12/2023
State Farm Insurance Ashland MO 12/2023 06/2024
State Farm Vp Management Corp. Ashland MO 12/2023 06/2024
State Farm Investment Management Corp Ashland MO 12/2023 06/2024
State Farm Vp Management Corp. Jefferson City MO 06/2024 Present
State Farm Investment Management Corp Jefferson City MO 06/2024 Present
Walker Kesterson Insurance Agency Jefferson City MO 06/2024 Present
  • 03/2012 → 03/2022
    Student
    Ashland, MO
  • 05/2022 → 12/2023
    Pathway Advisors Group
    Colorado Springs, CO
  • 12/2023 → 06/2024
    State Farm Insurance
    Ashland, MO
  • 12/2023 → 06/2024
    State Farm Vp Management Corp.
    Ashland, MO
  • 12/2023 → 06/2024
    Ashland, MO
  • 06/2024 → Present
    State Farm Vp Management Corp.
    Jefferson City, MO
  • 06/2024 → Present
    Jefferson City, MO
  • 06/2024 → Present
    Walker Kesterson Insurance Agency
    Jefferson City, MO
Previous Registrations
  • 2022-06-07 → 2023-12-22
    Pathway Advisors Group
    Colorado Springs, CO
    Columbia, MO
Other Businesses

1) Walker Kesterson Insurance Agency; Investment-related; 1401 Sw Blvd. Suite 202 Jefferson City, MO 65109; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 06/01/2024; 80; 80; Service customers and supervise employees 2) TB Properties; Non-Investment-Related; 439 Gatehouse Pl Charles Town, WV 25414; Other; Partner; None; 05/20/2025; 2; 0; Landlord 3) Meadow Lake Acres Country Club; Non-Investment Related; 2600 Meadow Lake Dr New Bloomfield, MO 65063; Membership/Civic/Fraternal Organization; Other; None; 07/16/2026; 5; 0; Golf and Social Country Club

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-07-05
S65 Uniform Investment Adviser Law Examination 2022-02-16
  • S63 Uniform Securities Agent State Law Examination
    2023-07-05
  • S65 Uniform Investment Adviser Law Examination
    2022-02-16
Other Names
  • Walker Daniel Kesterson

View on SEC IAPD

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