Luke Patrick Lehman

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2019 → 02/2023
  Matt Jonza Insurance Agency
  Oakdale, MN
• 06/2018 → 08/2018
  International Paper
  Arden Hills, MN
• 06/2017 → 01/2018
  Touching Hearts At Home
  Plymouth, MN
• 01/2015 → 08/2017
  Dellwood Country Club
  Dellwood, MN
• 05/2022 → 02/2023
  State Farm Vp Management Corp.
  Oakdale, MN
• 01/2018 → 06/2018
  Unemployed
  Arden Hills, MN
• 10/2018 → 05/2019
  Unemployed
  Oakdale, MN
• 08/2022 → 02/2023
  State Farm Investment Management Corp
  Oakdale, MN
• 02/2023 → 06/2023
  State Farm Investment Management Corp
  Shoreview, MN
• 02/2023 → 06/2023
  State Farm Vp Management Corp
  Shoreview, MN
• 02/2023 → 06/2023
  State Farm Insurance
  Shoreview, MN
• 07/2023 → Present
  State Farm Investment Management Corp
  Woodbury, MN
• 07/2023 → Present
  State Farm Vp Management Corp
  Woodbury, MN
• 07/2023 → Present
  Luke Lehman Insurance Agency
  Woodbury, MN

Other Businesses

1) Luke Lehman Insurance Agency; Investment-related; 6063 Hudson Rd Ste 140, Woodbury, MN 55125; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 07/01/2023; 80; 80; Service customers and supervise employees

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-23
• S63 Uniform Securities Agent State Law Examination
  2022-05-02