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State Farm Investment Management Corp. CRD 3487
$12.9B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-09-09 |
| AZ | RA | APPROVED | 2025-09-04 |
| WY | RA | APPROVED | 2025-09-03 |
| UT | RA | APPROVED | 2023-01-04 |
Branch Locations
Saratago Springs, UT • United States
2480 S Main St Ste 200, South Salt Lake, UT 84115-5005 • United States
420 E South Temple Suite 450, Salt Lake City, UT 84045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Newco Media Group Llc | Yorkville | IL | 05/2018 | 01/2022 |
| Wireless Logic, Spring Mobile | Milwaukee | WI | 09/2010 | 05/2018 |
| Xcom Media Group | Saratoga Springs | UT | 01/2020 | 01/2022 |
| State Farm Insurance | Saratoga Springs | UT | 10/2022 | 02/2023 |
| State Farm Vp Management Corp | Saratoga Springs | UT | 11/2022 | 02/2023 |
| Unemployed | Saratoga Springs | UT | 01/2022 | 10/2022 |
| State Farm Investment Management Corp | Saratoga Springs | UT | 12/2022 | 02/2023 |
| State Farm Insurance | Salt Lake City | UT | 03/2023 | 05/2023 |
| State Farm Investment Management Corp | Salt Lake City | UT | 03/2023 | Present |
| State Farm Vp Management Corp | Salt Lake City | UT | 03/2023 | Present |
| David Wierschem Insurance Agency | Salt Lake City | UT | 05/2023 | Present |
| David Wierschem Insurance Agency | Heber City | UT | 08/2024 | 07/2026 |
| State Farm Investment Management Corp | Heber City | UT | 08/2024 | 07/2026 |
| State Farm Vp Management Corp | Heber City | UT | 08/2024 | 07/2026 |
| David Wierschem Insurance Agency | South Salt Lake | UT | 07/2026 | Present |
| State Farm Investment Management Corp | South Salt Lake | UT | 07/2026 | Present |
| State Farm Vp Management Corp | South Salt Lake | UT | 07/2026 | Present |
1) David Wierschem Insurance Agency; Investment-related; 420 E South Temple Ste 450 Salt Lake City, UT 84111 and 2480 S Main St Ste 200 South Salt Lake, UT 84115-5005; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 5/1/2023; 80; 80; Service customers and supervise employees. 2) ElevateU; Non-Investment-Related; 747 W Blue Violet Dr Saratoga Springs, UT 84045; Other; Owner; President; 04/01/2025; 4; 0; Recruiting and business consulting. 3) 501C3 charity/foundation/organization; investment-related; 747 W Blue Violet Dr. Saratoga Springs UT. 84045; Other; Director (includes sitting on Board of Directors)/Owner; Chairman; 09/17/2025; 2;1; The foundation will be started to help different causes important to our family in Utah and our home state of Wisconsin. 4) Xcom Group; investment-related; TBD 84045; Other; Partner/Owner; None; 11/21/2025; 2;0; Sales of Comcast Internet products to people moving into homes and apartments. 5) AREAA Salt Lake City; Non-investment-related; 2333 Camino Del Rio S Ste 210 San Diego, CA. 92108; Other; Board Member; None; 01/01/2026; 4;2; 501 (c)(6) Nonprofit Corporation.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-08-23 |
| S65 | Uniform Investment Adviser Law Examination | 2022-08-16 |
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