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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
SD RA APPROVED 2023-07-07
IA RA APPROVED 2023-03-28
WI RA APPROVED 2022-08-15
MN RA APPROVED 2022-06-21
  • SD RA
    APPROVED
    Since 2023-07-07
  • IA RA
    APPROVED
    Since 2023-03-28
  • WI RA
    APPROVED
    Since 2022-08-15
  • MN RA
    APPROVED
    Since 2022-06-21

Branch Locations

108 Chieftain St Suite 5, Osceola, WI 54020 • United States

3600 Labore Rd Ste 7, Vadnais Heights, MN 55110 • 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
Kevin Kaufer Insurance Agency Vadnais Heights MN 05/2022 Present
State Farm Vp Management Corp Vadnais Heights MN 06/2022 Present
State Farm Insurance Vadnais Heights MN 12/2021 05/2022
Mike Mchugh Insurance Agency Golden Valley MN 10/2018 12/2021
Dellwood Country Club Dellwood MN 12/2016 10/2018
Oneka Ridge Golf Course White Bear Lake MN 08/2016 08/2018
Jimmy Johns White Bear Lake MN 11/2014 08/2018
White Bear Lake Area School District White Bear Lake MN 09/2003 05/2017
State Farm Investment Management Corp Vadnais Heights MN 06/2022 Present
Kevin Kaufer Insurance Agency Osceola WI 11/2025 Present
State Farm Investment Management Corp Osceola WI 11/2025 Present
State Farm Vp Management Corp Osceola WI 11/2025 Present
  • 05/2022 → Present
    Kevin Kaufer Insurance Agency
    Vadnais Heights, MN
  • 06/2022 → Present
    State Farm Vp Management Corp
    Vadnais Heights, MN
  • 12/2021 → 05/2022
    State Farm Insurance
    Vadnais Heights, MN
  • 10/2018 → 12/2021
    Mike Mchugh Insurance Agency
    Golden Valley, MN
  • 12/2016 → 10/2018
    Dellwood Country Club
    Dellwood, MN
  • 08/2016 → 08/2018
    Oneka Ridge Golf Course
    White Bear Lake, MN
  • 11/2014 → 08/2018
    Jimmy Johns
    White Bear Lake, MN
  • 09/2003 → 05/2017
    White Bear Lake Area School District
    White Bear Lake, MN
  • 06/2022 → Present
    Vadnais Heights, MN
  • 11/2025 → Present
    Kevin Kaufer Insurance Agency
    Osceola, WI
  • 11/2025 → Present
    Osceola, WI
  • 11/2025 → Present
    State Farm Vp Management Corp
    Osceola, WI
Other Businesses

1) Kevin Kaufer Insurance Agency; Investment-related; 3600 Labore Rd Ste 7 Vadnais Heights, MN 55110 and 108 Chieftain St Osceola, WI 54020-8110; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 05/01/2022; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-12-10
S65 Uniform Investment Adviser Law Examination 2021-11-29
S66 Uniform Combined State Law Examination 2021-02-08
  • S63 Uniform Securities Agent State Law Examination
    2021-12-10
  • S65 Uniform Investment Adviser Law Examination
    2021-11-29
  • S66 Uniform Combined State Law Examination
    2021-02-08

View on SEC IAPD

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