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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
IL RA APPROVED 2022-09-28
  • IL RA
    APPROVED
    Since 2022-09-28

Branch Locations

800 Hillgrove Ave Ste. 105, Western Springs, IL 60558 • 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
Matthew Gross Insurance Agency Western Springs IL 03/2009 Present
State Farm Vp Management Corp. Western Springs IL 03/2009 Present
State Farm Investment Management Corp Western Springs IL 09/2022 Present
  • 03/2009 → Present
    Matthew Gross Insurance Agency
    Western Springs, IL
  • 03/2009 → Present
    State Farm Vp Management Corp.
    Western Springs, IL
  • 09/2022 → Present
    Western Springs, IL
Other Businesses

1) Matthew Gross's Insurance Agency; Insurance Agency; Investment-related; 800 Hillgrove Ave Ste 105 Western Springs, IL 60558-1543; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 03/01/2009; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-09-14
  • S63 Uniform Securities Agent State Law Examination
    2006-09-14
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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