Best Investors Account Sign in
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
OR RA APPROVED 2023-08-23
  • OR RA
    APPROVED
    Since 2023-08-23

Branch Locations

Sherwood, OR • United States

4093 Commercial St Se Suite 160, Salem, OR 97302 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 10/2021 → 07/2023
    Jared Dean Insurance Agency
    Portland, OR
  • 02/2015 → 10/2021
    Brian Koenig Insurance Agency
    Wilsonville, OR
  • 02/2023 → 07/2023
    State Farm Vp Management Corp
    Portland, OR
  • 07/2023 → 01/2024
    State Farm Insurance Agency
    Sherwood, OR
  • 07/2023 → 01/2024
    Sate Farm Vp Management Corp
    Sherwood, OR
  • 07/2023 → 01/2024
    Sherwood, OR
  • 01/2024 → Present
    Michael Delgado's Insurance Agency
    Salem, OR
  • 01/2024 → Present
    Salem, OR
  • 01/2024 → Present
    State Farm Vp Management Corp
    Salem, OR
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-06
S63 Uniform Securities Agent State Law Examination 2023-01-22
  • S65 Uniform Investment Adviser Law Examination
    2023-08-06
  • S63 Uniform Securities Agent State Law Examination
    2023-01-22

View on SEC IAPD

More in Sherwood, OR

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor