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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 |
|---|---|---|---|
| OR | RA | APPROVED | 2023-08-23 |
Branch Locations
4093 Commercial St Se Suite 160, Salem, OR 97302 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jared Dean Insurance Agency | Portland | OR | 10/2021 | 07/2023 |
| Brian Koenig Insurance Agency | Wilsonville | OR | 02/2015 | 10/2021 |
| State Farm Vp Management Corp | Portland | OR | 02/2023 | 07/2023 |
| State Farm Insurance Agency | Sherwood | OR | 07/2023 | 01/2024 |
| Sate Farm Vp Management Corp | Sherwood | OR | 07/2023 | 01/2024 |
| State Farm Investment Management Corp | Sherwood | OR | 07/2023 | 01/2024 |
| Michael Delgado's Insurance Agency | Salem | OR | 01/2024 | Present |
| State Farm Investment Management Corp | Salem | OR | 01/2024 | Present |
| State Farm Vp Management Corp | Salem | OR | 01/2024 | Present |
1) Michael Delgado's Insurance Agency; Investment-related; 4093 Commercial St SE Ste 160 Salem, OR 97302; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 1/1/2024; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-22 |
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