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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-02-26 |
| SD | RA | APPROVED | 2023-01-11 |
| MN | RA | APPROVED | 2023-01-08 |
| WI | RA | APPROVED | 2023-01-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Matt Lorenz Insurance Agency | Chaska | MN | 07/2021 | Present |
| State Farm Insurance Agency | Jordan | MN | 02/2021 | 07/2021 |
| Casey Charlson Insurance Agency | Bloomington | MN | 05/2017 | 02/2021 |
| Colonial Life | Columbia | SC | 02/2015 | 05/2017 |
| State Farm Vp Managment Corp | Chaska | MN | 07/2022 | Present |
| State Farm Investment Management Corp | Chaska | MN | 01/2023 | Present |
1) Matt Lorenz Insurance Agency; Investment-related; 542 Bavaria Ln, Chaska, MN 55318; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 07/01/2021; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-10 |
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