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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
ID RA APPROVED 2025-09-09
AZ RA APPROVED 2025-09-04
WY RA APPROVED 2025-09-03
UT RA APPROVED 2023-01-04
  • ID RA
    APPROVED
    Since 2025-09-09
  • AZ RA
    APPROVED
    Since 2025-09-04
  • WY RA
    APPROVED
    Since 2025-09-03
  • UT RA
    APPROVED
    Since 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

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
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
  • 05/2018 → 01/2022
    Newco Media Group Llc
    Yorkville, IL
  • 09/2010 → 05/2018
    Wireless Logic, Spring Mobile
    Milwaukee, WI
  • 01/2020 → 01/2022
    Xcom Media Group
    Saratoga Springs, UT
  • 10/2022 → 02/2023
    State Farm Insurance
    Saratoga Springs, UT
  • 11/2022 → 02/2023
    State Farm Vp Management Corp
    Saratoga Springs, UT
  • 01/2022 → 10/2022
    Unemployed
    Saratoga Springs, UT
  • 12/2022 → 02/2023
    Saratoga Springs, UT
  • 03/2023 → 05/2023
    State Farm Insurance
    Salt Lake City, UT
  • 03/2023 → Present
    Salt Lake City, UT
  • 03/2023 → Present
    State Farm Vp Management Corp
    Salt Lake City, UT
  • 05/2023 → Present
    David Wierschem Insurance Agency
    Salt Lake City, UT
  • 08/2024 → 07/2026
    David Wierschem Insurance Agency
    Heber City, UT
  • 08/2024 → 07/2026
    Heber City, UT
  • 08/2024 → 07/2026
    State Farm Vp Management Corp
    Heber City, UT
  • 07/2026 → Present
    David Wierschem Insurance Agency
    South Salt Lake, UT
  • 07/2026 → Present
    South Salt Lake, UT
  • 07/2026 → Present
    State Farm Vp Management Corp
    South Salt Lake, UT
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-08-23
S65 Uniform Investment Adviser Law Examination 2022-08-16
  • S63 Uniform Securities Agent State Law Examination
    2022-08-23
  • S65 Uniform Investment Adviser Law Examination
    2022-08-16

View on SEC IAPD

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