Ammon Carlson

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2022 → 01/2023
  Podium
  Lehi, UT
• 10/2018 → 08/2022
  Entrata
  Lehi, UT
• 04/2017 → 09/2017
  Papa Murphys
  Murray, UT
• 01/2023 → 03/2025
  Fidelity Investments
  American Fork, UT
• 01/2012 → 04/2017
  Full Time Education
  Draper, UT
• 09/2017 → 10/2018
  Full Time Education
  Draper, UT
• 04/2020 → 08/2020
  Mountain America Credit Union
  Draper, UT
• 09/2022 → 01/2023
  Utah Valley University
  Orem, UT
• 01/2019 → 01/2022
  Salt Lake Community College
  Taylorsville, UT
• 08/2017 → 05/2018
  Mountainland Technical College
  Lehi, UT
• 03/2025 → 03/2025
  Fidelity Investments
  Boston, MA
• 03/2025 → Present
  David Wierschem Insurance Agency
  Salt Lake City, UT
• 04/2025 → Present
  State Farm Vp Management Corp
  Salt Lake City, UT
• 04/2025 → Present
  State Farm Investment Management Corp
  Salt Lake City, UT
• 07/2026 → Present
  State Farm Investment Management Corp
  South Salt Lake City, UT
• 07/2026 → Present
  State Farm Vp Management Corp
  South Salt Lake City, UT
• 07/2026 → Present
  David Wierschem Insurance Agency
  South Salt Lake City, UT

Previous Registrations

• 2025-03-31 → 2025-04-04
  Strategic Advisers Llc
  Boston, MA
• 2024-03-26 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT

Other Businesses

1) David Wierschem Insurance Agency; Investment-related; 420 E South Temple Ste 450 Salt Lake City, UT 84111-1343 2480 S Main St Ste 200 South Salt Lake, UT 84115-5005; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 03/13/2025; 80; 80; Service customers

Exams

• S66 Uniform Combined State Law Examination
  2024-03-01
• S63 Uniform Securities Agent State Law Examination
  2023-05-12

Other Names

• Ammon Thomas Carlson
• Ammon Carlson