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Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2026-07-08
ND RA APPROVED 2023-05-15
IA RA APPROVED 2023-05-11
MN RA APPROVED 2023-05-11
SD RA APPROVED 2023-05-11
WI RA APPROVED 2023-05-11
  • HI RA
    APPROVED
    Since 2026-07-08
  • ND RA
    APPROVED
    Since 2023-05-15
  • IA RA
    APPROVED
    Since 2023-05-11
  • MN RA
    APPROVED
    Since 2023-05-11
  • SD RA
    APPROVED
    Since 2023-05-11
  • WI RA
    APPROVED
    Since 2023-05-11

Branch Locations

5560 Three Points Blvd, Mound, MN 55364 • 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
Team Afton Afton MN 09/2006 Present
Colin Charlson Insurance Agency Mound MN 10/2010 Present
State Farm Vp Management Corp. Mound MN 10/2010 Present
State Farm Investment Management Corp Mound MN 07/2018 05/2019
State Farm Investment Management Corp Mound MN 05/2023 Present
Other Businesses

1) Winona State Football Players Association; Non-Investment Related; 175 West Mark Street, Winona, MN 55987; Association/Committee/Council; Booster Club; Board Member; 7/1/2018; No other duties; 10 HR/MO & 0 HR/MO. 2) Hadley 5 partnership, LLC; Investment related; 6993 35th St N, Oakdale, MN 55125; investment or commercial property; partner; 1/1/2021; 3; 1; none. 3) Colin Charlson Insurance Agency; Investment-related; 5560 Three Points Blvd Mound, MN 55364-1133; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 10/01/2010; 80; 80; Service customers and supervise employees 4) Westonka Public Schools; non-investment related; 5901 Sunnyfield Rd E Minnetrista MN 55364; association/committee/council; board member; board member; 12/01/2022; 5; 0; duties 5) Four C's Equity Llc; investment-related; 5749 Sunnybrook LN Minnetrista, MN 55364; Investment or Commercial Property; Owner; none; 7/14/2023; 1; 0; Duties.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-08
S63 Uniform Securities Agent State Law Examination 2009-07-15
  • S65 Uniform Investment Adviser Law Examination
    2023-05-08
  • S63 Uniform Securities Agent State Law Examination
    2009-07-15

View on SEC IAPD

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