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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
ID RA APPROVED 2024-11-18
MT RA APPROVED 2024-11-18
WA RA APPROVED 2024-11-18
  • ID RA
    APPROVED
    Since 2024-11-18
  • MT RA
    APPROVED
    Since 2024-11-18
  • WA RA
    APPROVED
    Since 2024-11-18

Branch Locations

840 W Kathleen Ave., Coeur D Alene, ID 83815 • 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
Allen Willis Insurance Agency Grangeville ID 11/2002 07/2024
Melody Sandahl Insurance Agency Lewiston ID 07/2022 04/2024
State Farm Vp Management Corp. Lewiston ID 08/2022 04/2024
Brian Goetz Insurance Agency Coeur D Alene ID 09/2024 Present
State Farm Vp Management Corp. Coeur D Alene ID 11/2024 Present
State Farm Investment Management Corp Coeur D Alene ID 11/2024 Present
  • 11/2002 → 07/2024
    Allen Willis Insurance Agency
    Grangeville, ID
  • 07/2022 → 04/2024
    Melody Sandahl Insurance Agency
    Lewiston, ID
  • 08/2022 → 04/2024
    State Farm Vp Management Corp.
    Lewiston, ID
  • 09/2024 → Present
    Brian Goetz Insurance Agency
    Coeur D Alene, ID
  • 11/2024 → Present
    State Farm Vp Management Corp.
    Coeur D Alene, ID
  • 11/2024 → Present
    Coeur D Alene, ID
Other Businesses

1) Brian Goetz's Insurance Agency; Investment-related; 840 W Kathleen Ave Coeur D Alene, ID 83815; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 08/28/2024; 80; 80; Service customers

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-24
S63 Uniform Securities Agent State Law Examination 2022-12-15
  • S65 Uniform Investment Adviser Law Examination
    2023-05-24
  • S63 Uniform Securities Agent State Law Examination
    2022-12-15

View on SEC IAPD

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