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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
OR RA APPROVED 2025-03-20
WA RA APPROVED 2024-10-15
  • OR RA
    APPROVED
    Since 2025-03-20
  • WA RA
    APPROVED
    Since 2024-10-15

Branch Locations

210 E 7Th Street, Port Angeles, WA 98362 • 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
State Farm Vp Management Corp Port Angeles WA 06/2022 02/2023
Matt Zdroik Insurance Agency Port Angeles WA 05/2022 Present
State Farm Insurance Company Port Angeles WA 12/2021 05/2022
Steph Swanson Insurance Agency Minneapolis MN 10/2021 12/2021
Chris Ahles Insurance Agency White Bear Lake MN 07/2019 10/2021
Self-Employed Minneapolis MN 05/2017 07/2019
Bruce Wagner Insurance Agency Roseville MN 09/2013 05/2017
State Farm Investment Management Corp Port Angeles WA 10/2024 Present
State Farm Vp Management Corp Port Angeles WA 10/2024 Present
  • 06/2022 → 02/2023
    State Farm Vp Management Corp
    Port Angeles, WA
  • 05/2022 → Present
    Matt Zdroik Insurance Agency
    Port Angeles, WA
  • 12/2021 → 05/2022
    State Farm Insurance Company
    Port Angeles, WA
  • 10/2021 → 12/2021
    Steph Swanson Insurance Agency
    Minneapolis, MN
  • 07/2019 → 10/2021
    Chris Ahles Insurance Agency
    White Bear Lake, MN
  • 05/2017 → 07/2019
    Self-Employed
    Minneapolis, MN
  • 09/2013 → 05/2017
    Bruce Wagner Insurance Agency
    Roseville, MN
  • 10/2024 → Present
    Port Angeles, WA
  • 10/2024 → Present
    State Farm Vp Management Corp
    Port Angeles, WA
Other Businesses

1) Matt Zdroik Insurance Agency; Investment-related; 210 E 7th St Port Angeles, WA 98362; 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 2025-03-11
  • S63 Uniform Securities Agent State Law Examination
    2025-03-11
Designations
  • Chartered Financial Consultant
Other Names
  • Matthew Bruce Zdroik

View on SEC IAPD

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