Megan Nicole Woolley

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

• 06/2022 → 05/2025
  State Farm Vp Management Corp
  Bozeman, MT
• 05/2022 → 05/2025
  Dan Rust Insurance Agency
  Bozeman, MT
• 12/2018 → Present
  Ted Ori Insurance Agency
  Dillon, MT
• 08/2015 → 09/2018
  University Of Montana Western
  Dillon, MT
• 09/2017 → 08/2024
  Shine Dance Studio
  Dillon, MT
• 05/2025 → Present
  State Farm Vp Management Corp
  Miles City, MT
• 05/2025 → Present
  Tyler Chapmon Insurance Agency
  Miles City, MT
• 05/2025 → Present
  State Farm Investment Management Corp
  Miles City, MT

Other Businesses

1) Tyler Chapmon's Insurance Agency; Investment-related; 2815 Comstock St Miles City, MT 59301; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 12/19/2018; 80; 80; Service customers 2) Ted Ori's Insurance Agency; NON-Investment-related; 24 S Idaho St Dillon, MT 59725-2510; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 12/19/2018; 80; 80; Service customers

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-16
• S63 Uniform Securities Agent State Law Examination
  2022-10-05

Other Names

• Megan Nicole Bundy