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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
MN RA APPROVED 2024-01-10
MI RA APPROVED 2024-01-09
WI RA APPROVED 2023-03-10
  • MN RA
    APPROVED
    Since 2024-01-10
  • MI RA
    APPROVED
    Since 2024-01-09
  • WI RA
    APPROVED
    Since 2023-03-10

Branch Locations

101 S Pearl St, New London, WI 54961 • 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
Matt Holtebeck Insurance Agency Appleton WI 09/2017 01/2023
State Farm Vp Management Corp Appleton WI 06/2022 06/2023
Applied Industrial Technologies Appleton WI 10/2016 09/2017
Red Robin Appleton WI 06/2013 10/2016
State Farm Vp Management Corp Appleton WI 01/2023 06/2023
State Farm Investment Management Corp Appleton WI 03/2023 06/2023
State Farm Investment Management Corp New London WI 07/2023 Present
Sate Farm Vp Management Corp New London WI 07/2023 Present
Aj Sics Insurance Agency New London WI 07/2023 Present
  • 09/2017 → 01/2023
    Matt Holtebeck Insurance Agency
    Appleton, WI
  • 06/2022 → 06/2023
    State Farm Vp Management Corp
    Appleton, WI
  • 10/2016 → 09/2017
    Applied Industrial Technologies
    Appleton, WI
  • 06/2013 → 10/2016
    Red Robin
    Appleton, WI
  • 01/2023 → 06/2023
    State Farm Vp Management Corp
    Appleton, WI
  • 03/2023 → 06/2023
    Appleton, WI
  • 07/2023 → Present
    New London, WI
  • 07/2023 → Present
    Sate Farm Vp Management Corp
    New London, WI
  • 07/2023 → Present
    Aj Sics Insurance Agency
    New London, WI
Other Businesses

1) AJ Sics Insurance Agency; Investment-related; 101 S Pearl St., New London, WI 54961; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); owner; Agent; 07/01/2023; 80; 80; Service customers and supervise employees. 2) Friends of Mosquito Hill, Inc.; non-investment-related; N3880 Rogers Road, New London, Wisconsin 54961; Association/Committee/Council; Board Member; none; 01/01/2025; 1; 0; Committee

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-20
S63 Uniform Securities Agent State Law Examination 2022-08-13
  • S65 Uniform Investment Adviser Law Examination
    2023-01-20
  • S63 Uniform Securities Agent State Law Examination
    2022-08-13

View on SEC IAPD

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