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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
SC RA APPROVED 2023-05-25
  • SC RA
    APPROVED
    Since 2023-05-25

Branch Locations

132 W Main St, Duncan, SC 29334 • United States

Boiling Springs, SC • 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
Lindsay Morgan Tegtmeier Insurance Agency Warrensburg MO 02/2021 05/2023
Wanda Skelton, State Farm Agency Warrensburg MO 10/2015 02/2021
Jim Hallam Insurance Agency Lees Summit MO 09/2022 05/2023
State Farm Vp Management Corp Lees Summit MO 10/2022 05/2023
State Farm Insurance Warrensburg MO 05/2023 10/2023
State Farm Vp Management Corp Warrensburg MO 05/2023 10/2023
State Farm Investment Management Corp Warrensburg MO 05/2023 10/2023
State Farm Vp Management Corp Duncan SC 10/2023 Present
State Farm Investment Management Corp Duncan SC 10/2023 Present
Ariel L Mclanahan Insurance Agency Duncan SC 10/2023 Present
  • 02/2021 → 05/2023
    Lindsay Morgan Tegtmeier Insurance Agency
    Warrensburg, MO
  • 10/2015 → 02/2021
    Wanda Skelton, State Farm Agency
    Warrensburg, MO
  • 09/2022 → 05/2023
    Jim Hallam Insurance Agency
    Lees Summit, MO
  • 10/2022 → 05/2023
    State Farm Vp Management Corp
    Lees Summit, MO
  • 05/2023 → 10/2023
    State Farm Insurance
    Warrensburg, MO
  • 05/2023 → 10/2023
    State Farm Vp Management Corp
    Warrensburg, MO
  • 05/2023 → 10/2023
    Warrensburg, MO
  • 10/2023 → Present
    State Farm Vp Management Corp
    Duncan, SC
  • 10/2023 → Present
    Duncan, SC
  • 10/2023 → Present
    Ariel L Mclanahan Insurance Agency
    Duncan, SC
Other Businesses

1) Ariel L McLanahan's Insurance Agency; Investment-related; 132 W Main St Duncan, SC 29334; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 10/01/2023; 80; 80; Service customers and supervise employees 2) Grace Roots Gardening LLC; Non-investment-related; 15 SW 260th Rd Warrenburg MO 64093; Education; Owner; None; 02/07/2023; 10; 0; I post gardening tutorial videos and information on social media platforms. Due to the viewership, I receive a small amount of compensation based on view count from social media platforms including TikTok and Meta. I do also offer merchandise through a print on demand provider via Etsy. This is more a hobby than a business. 3) Shoally Creek Elementary PTO; non-investment-related; 3777 Parris Bridge Rd., Boiling Springs, SC 29334; PTO for school; Board Member; 09/06/2024; 5;5; Participate in monthly board meetings and volunteer time to various fundraisers

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-24
S63 Uniform Securities Agent State Law Examination 2022-09-06
  • S65 Uniform Investment Adviser Law Examination
    2023-03-24
  • S63 Uniform Securities Agent State Law Examination
    2022-09-06
Other Names
  • Ariel Lynn Van Sickle

View on SEC IAPD

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